Position in GD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$769,409
+$25,652 QoQ
Shares Held
2,172
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,138
of 2,203 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Performance Wealth Partners, LLC holds $12,657,335 across 8 Aerospace & Defense names. GD ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
18,484 | $6,908,025 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,962 | $2,527,940 | |
| 3 | GD |
General Dynamics Corp
This page
|
2,172 | $769,409 | |
| 4 | BA |
Boeing Co
|
3,481 | $753,532 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,505 | $598,864 | |
| 6 | RTX |
RTX Corp
|
2,720 | $516,065 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
540 | $302,729 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,270 | $280,771 |
All Filings in GD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,409 | 2,172 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $743,757 | 2,167 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $770,278 | 2,288 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $776,116 | 2,276 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $660,318 | 2,264 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $425,224 | 1,560 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $415,787 | 1,578 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $553,630 | 1,832 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $434,339 | 1,497 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $422,887 | 1,497 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $375,649 | 1,700 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $365,755 | 1,700 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $387,957 | 1,700 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $421,787 | 1,700 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $212,170 | 1,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $221,250 | 1,000 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||