Edge Wealth Management LLC

SEC CIK: 0001567163
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

GD holding history

General Dynamics Corp in every 13F filed by Edge Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overview All 13F holders of GD Full Q2 2026 holdings

Shares (Q2 2026): 50,085
Value: $17.7M
% of portfolio: 3.0%
Quarters held: 22; Since Q1 2021

Holdings of GD by Edge Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,085	$17.7M	3.0%	+121+0.2%	Added	Holders
Q1 2026	49,964	$17.1M	2.9%	+220.0%	Added	Holders
Q4 2025	49,942	$16.8M	3.0%	−774−1.5%	Reduced	Holders
Q3 2025	50,716	$17.3M	3.1%	+37+0.1%	Added	Holders
Q2 2025	50,679	$14.8M	2.9%	−95−0.2%	Reduced	Holders
Q1 2025	50,774	$13.8M	2.8%	+181+0.4%	Added	Holders
Q4 2024	50,593	$13.3M	2.7%	−1,253−2.4%	Reduced	Holders
Q3 2024	51,846	$15.7M	3.1%	−109−0.2%	Reduced	Holders
Q2 2024	51,955	$15.1M	3.2%	−1,254−2.4%	Reduced	Holders
Q1 2024	53,209	$15.0M	3.2%	−412−0.8%	Reduced	Holders
Q4 2023	53,621	$13.9M	3.0%	−606−1.1%	Reduced	Holders
Q3 2023	54,227	$12.0M	2.8%	−476−0.9%	Reduced	Holders
Q2 2023	54,703	$11.8M	2.6%	+2,103+4.0%	Added	Holders
Q1 2023	52,600	$12.0M	2.7%	−2,000−3.7%	Reduced	Holders
Q4 2022	54,600	$13.4M	3.1%	−6,511−10.7%	Reduced	Holders
Q3 2022	61,111	$13.1M	2.9%	+993+1.7%	Added	Holders
Q2 2022	60,118	$13.3M	2.9%	−484−0.8%	Reduced	Holders
Q1 2022	60,602	$14.6M	2.9%	+1,804+3.1%	Added	Holders
Q4 2021	58,798	$12.3M	2.2%	+1,078+1.9%	Added	Holders
Q3 2021	57,720	$11.3M	2.2%	+2,121+3.8%	Added	Holders
Q2 2021	55,599	$10.5M	2.1%	+366+0.7%	Added	Holders
Q1 2021	55,233	$10.0M	2.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.