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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

GD holding history

General Dynamics Corp in every 13F filed by Jeppson 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 overviewAll 13F holders of GDFull Q2 2026 holdings

Shares (Q2 2026)
921
Value
$326.3K
% of portfolio
0.1%
Quarters held
16
Since Q2 2022
Holdings of GD by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026921$326.3K0.1%−310−25.2%ReducedHolders
Q1 20261,231$422.5K0.1%00.0%UnchangedHolders
Q4 20251,231$414.4K0.1%+1+0.1%AddedHolders
Q3 20251,230$419.4K0.1%−50−3.9%ReducedHolders
Q2 20251,280$373.3K0.1%−6−0.5%ReducedHolders
Q1 20251,286$350.5K0.1%+328+34.2%AddedHolders
Q4 2024958$252.4K0.1%+3+0.3%AddedHolders
Q3 2024955$288.6K0.1%+35+3.8%AddedHolders
Q2 2024920$266.9K0.1%−5−0.5%ReducedHolders
Q1 2024925$261.3K0.1%00.0%UnchangedHolders
Q4 2023925$240.2K0.1%00.0%UnchangedHolders
Q3 2023925$204.4K0.1%+925NewHolders
Q2 20230$00.0%−955−100.0%Sold outHolders
Q1 2023955$217.9K0.1%00.0%UnchangedHolders
Q4 2022955$236.9K0.1%00.0%UnchangedHolders
Q3 2022955$203.0K0.1%00.0%UnchangedHolders
Q2 2022955$211.0K0.1%+955NewHolders