Position in TDG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$49,835
-$16,657 QoQ
Shares Held
43
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $13,719,250 across 27 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
26,263 | $4,982,878 | |
| 2 | BA |
Boeing Co
|
8,642 | $1,870,733 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,834 | $1,443,809 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
6,632 | $1,133,143 | |
| 5 | GE |
General Electric Co
|
2,140 | $799,782 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,114 | $624,519 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,190 | $606,078 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
3,100 | $603,415 |
All Filings in TDG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,835 | 43 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $66,492 | 50 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,901 | 50 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $85,155 | 56 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $78,847 | 57 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $72,234 | 57 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $1,210,561 | 1,858 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,152,303 | 1,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,016,175 | 1,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $431,095 | 666 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||