Mowery & Schoenfeld Wealth Management, LLC
Position in GD — General Dynamics Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in GD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,652
+$1,047 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,039
of 2,204 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $515,528 across 11 Aerospace & Defense names. GD ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,215 | $230,521 | |
| 2 | GE |
General Electric Co
|
377 | $140,896 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
182 | $40,236 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
69 | $35,142 | |
| 5 | GD |
General Dynamics Corp
This page
|
95 | $33,652 | |
| 6 | TDG |
TransDigm Group INC
|
8 | $10,656 | |
| 7 | RKLB |
Rocket Lab Corp
|
98 | $9,961 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
28 | $8,136 |
All Filings in GD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,652 | 95 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $32,605 | 95 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $52,182 | 155 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,916 | 76 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,166 | 76 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,716 | 76 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34,780 | 132 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,967 | 76 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $290 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $259 | 1 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||