Position in GD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$209,709
+$164,067 QoQ
Shares Held
592
+196.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,839
of 2,203 holders
Holding Since
Mar 2023
2 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, 2026WealthPlan Investment Management, LLC holds $13,694,659 across 9 Aerospace & Defense names. GD ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
8,338 | $4,247,877 | |
| 2 | GE |
General Electric Co
|
9,246 | $3,455,507 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
16,258 | $2,777,841 | |
| 4 | VOYG |
Voyager Technologies, Inc./TX
|
35,892 | $1,157,517 | |
| 5 | BA |
Boeing Co
|
3,409 | $737,945 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,253 | $638,165 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,183 | $261,206 | |
| 8 | GD |
General Dynamics Corp
This page
|
592 | $209,709 |
All Filings in GD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,709 | 592 | Shares | Other | 2026-07-28 | |
| 2023-03-31 | $45,642 | 200 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||