SUMMIT WEALTH GROUP LLC / CO
Position in GD — General Dynamics Corp
CIK 2081278
COLORADO SPRINGS, CO
Position in GD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$686,162
+$55,324 QoQ
Shares Held
1,937
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,189
of 2,204 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $4,709,708 across 9 Aerospace & Defense names. GD ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
3,722 | $805,701 | |
| 2 | GD |
General Dynamics Corp
This page
|
1,937 | $686,162 | |
| 3 | RTX |
RTX Corp
|
3,234 | $613,586 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,192 | $607,276 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
2,897 | $494,981 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,684 | $452,760 | |
| 7 | GE |
General Electric Co
|
1,158 | $432,779 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
639 | $325,449 |
All Filings in GD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,162 | 1,937 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $630,838 | 1,838 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $584,441 | 1,736 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,723,073 | 5,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $505,155 | 1,732 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||