Position in GD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$383,287
+$7,462 QoQ
Shares Held
1,082
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,466
of 2,204 holders
Holding Since
Dec 2022
12 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, 2026Cyndeo Wealth Partners, LLC holds $23,661,559 across 10 Aerospace & Defense names. GD ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
61,396 | $11,648,663 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,691 | $3,408,796 | |
| 3 | TDG |
TransDigm Group INC
|
2,344 | $3,122,301 | |
| 4 | GE |
General Electric Co
|
4,559 | $1,703,835 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
8,904 | $1,521,337 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
2,855 | $630,384 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,204 | $613,209 | |
| 8 | GD |
General Dynamics Corp
This page
|
1,082 | $383,287 |
All Filings in GD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,287 | 1,082 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $375,825 | 1,095 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $346,086 | 1,028 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $358,391 | 1,051 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $363,408 | 1,246 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $345,086 | 1,266 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $329,625 | 1,251 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $379,261 | 1,255 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $363,545 | 1,253 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $252,546 | 894 | Shares | Sole | 2024-04-17 | |
| 2023-03-31 | $212,007 | 929 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $226,028 | 911 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||