Skip to main content

Cascade Financial Partners, LLC

Position in GD — General Dynamics Corp

CIK 2021208 SAN DIEGO, CA

Position in GD

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$272,410
+$11,907 QoQ
Shares Held
769
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,660
of 2,200 holders
Holding Since
Mar 2024
10 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, 2026

Cascade Financial Partners, LLC holds $2,004,091 across 4 Aerospace & Defense names. GD ranks #4 (13.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 GD
General Dynamics Corp
This page
769 $272,410

All Filings in GD

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $272,410 769
2026-03-31 $260,503 759
2025-12-31 $255,524 759
2025-09-30 $266,321 781
2025-06-30 $227,786 781
2025-03-31 $212,884 781
2024-12-31 $206,312 783
2024-09-30 $224,836 744
2024-06-30 $215,864 744
2024-03-31 $210,172 744