Position in GD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,415,562
+$724,861 QoQ
Shares Held
6,819
+38.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#694
of 2,204 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $18,114,171 across 9 Aerospace & Defense names. GD ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
15,736 | $5,881,015 | |
| 2 | RTX |
RTX Corp
|
21,046 | $3,993,057 | |
| 3 | GD |
General Dynamics Corp
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|
6,819 | $2,415,562 | |
| 4 | LMT |
Lockheed Martin Corp
|
4,608 | $2,347,591 | |
| 5 | BA |
Boeing Co
|
5,499 | $1,190,368 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,140 | $1,134,912 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,250 | $604,935 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,180 | $342,896 |
All Filings in GD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,415,562 | 6,819 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,690,701 | 4,926 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,658,387 | 4,926 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,220,592 | 6,512 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,346,302 | 4,616 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,253,595 | 4,599 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,211,790 | 4,599 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,403,416 | 4,644 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,525,556 | 5,258 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,406,800 | 4,980 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,230,576 | 4,739 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,059,772 | 4,796 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,019,595 | 4,739 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,083,769 | 4,749 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,150,734 | 4,638 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $985,105 | 4,643 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,231,256 | 5,565 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,357,843 | 5,630 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,173,686 | 5,630 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||