Paragon Private Wealth Management, LLC

Position in GD — General Dynamics Corp

CIK 1922684 LEXINGTON, KY

Position in GD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,722,314

+$680,985 QoQ

Shares Held

4,862

+60.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#802

of 2,203 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Industrials · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $5,424,683 across 7 Aerospace & Defense names. GD ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	5,091	$1,902,658
2	GD	General Dynamics Corp This page	4,862	$1,722,314
3	LMT	Lockheed Martin Corp	1,169	$595,558
4	RTX	RTX Corp	1,874	$355,553
5	HWM	Howmet Aerospace Inc.	1,253	$336,880
6	BA	Boeing Co	1,183	$256,083
7	AXON	Axon Enterprise, Inc.	456	$255,637

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,314	4,862	+60.3%	Shares	Defined	2026-07-28
2026-03-31	$1,041,329	3,034	-2.2%	Shares	Sole	2026-05-19
2025-12-31	$1,044,318	3,102	-1.8%	Shares	Sole	2026-02-11
2025-09-30	$1,076,878	3,158	+2.0%	Shares	Sole	2025-11-03
2025-06-30	$902,687	3,095	-19.9%	Shares	Sole	2025-08-14
2025-03-31	$1,053,521	3,865	-10.5%	Shares	Sole	2025-05-15
2024-12-31	$1,138,013	4,319	+12.9%	Shares	Sole	2025-02-07
2024-09-30	$1,156,519	3,827	+10.0%	Shares	Sole	2024-11-07
2024-06-30	$1,009,397	3,479	-1.1%	Shares	Sole	2024-08-12
2024-03-31	$993,234	3,516	+6.0%	Shares	Sole	2024-05-13
2023-12-31	$861,065	3,316	+12.0%	Shares	Sole	2024-02-09
2023-09-30	$654,513	2,962	+8.5%	Shares	Sole	2023-11-13
2023-06-30	$587,359	2,730	+14.5%	Shares	Sole	2023-08-03
2023-03-31	$544,052	2,384	+56.4%	Shares	Sole	2023-04-17
2022-12-31	$378,119	1,524	+43.2%	Shares	Sole	2023-02-13
2022-09-30	$225,748	1,064	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.