Pacific Excel Wealth Advisors, Inc.

Position in GD — General Dynamics Corp

CIK 2110884 WALNUT CREEK, CA

Position in GD

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$220,691

New position

Shares Held

623

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,800

of 2,204 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $3,595,353 across 5 Aerospace & Defense names. GD ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	8,009	$1,519,547
2	BA	Boeing Co	4,856	$1,051,178
3	GE	General Electric Co	1,531	$572,180
4	HWM	Howmet Aerospace Inc.	862	$231,757
5	GD	General Dynamics Corp This page	623	$220,691

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,691	623	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.