SAX WEALTH ADVISORS, LLC

Position in GD — General Dynamics Corp

CIK 1846150 PARSIPPANY, NJ

Position in GD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$359,199

+$129,242 QoQ

Shares Held

1,014

+51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,497

of 2,203 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $7,072,413 across 6 Aerospace & Defense names. GD ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	10,622	$3,969,760
2	RTX	RTX Corp	7,231	$1,371,937
3	BA	Boeing Co	2,322	$502,643
4	HWM	Howmet Aerospace Inc.	1,712	$460,288
5	LMT	Lockheed Martin Corp	802	$408,586
6	GD	General Dynamics Corp This page	1,014	$359,199

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,199	1,014	+51.3%	Shares	Sole	2026-07-09
2026-03-31	$229,957	670	-27.6%	Shares	Sole	2026-04-08
2025-12-31	$311,410	925	+12.4%	Shares	Sole	2026-01-12
2025-09-30	$280,643	823	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.