Global Financial Private Client, LLC
Position in GD — General Dynamics Corp
CIK 2023568
Sarasota, FL
Position in GD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,098,497
+$180,042 QoQ
Shares Held
3,101
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#975
of 2,203 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Global Financial Private Client, LLC holds $9,808,045 across 8 Aerospace & Defense names. GD ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,883 | $2,254,561 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
33,550 | $1,672,802 | |
| 3 | GE |
General Electric Co
|
3,918 | $1,464,274 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,715 | $1,383,183 | |
| 5 | GD |
General Dynamics Corp
This page
|
3,101 | $1,098,497 | |
| 6 | BA |
Boeing Co
|
4,913 | $1,063,517 | |
| 7 | RKLB |
Rocket Lab Corp
|
6,122 | $622,301 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
444 | $248,910 |
All Filings in GD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,497 | 3,101 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $918,455 | 2,676 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $723,818 | 2,150 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $706,211 | 2,071 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $493,779 | 1,693 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $17,990 | 66 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $14,755 | 56 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $19,038 | 63 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,414 | 29 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,192 | 29 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,569 | 33 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $9,280 | 42 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $9,036 | 42 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $983,585 | 4,310 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $932,645 | 3,759 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $672,791 | 3,171 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $669,945 | 3,028 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $691,463 | 2,867 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||