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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

GD holding history

General Dynamics Corp in every 13F filed by Perfromance Wealth Partners, 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)
2,172
Value
$769.4K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of GD by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,172$769.4K<0.1%+5+0.2%AddedHolders
Q1 20262,167$743.7K<0.1%−121−5.3%ReducedHolders
Q4 20252,288$770.2K<0.1%+12+0.5%AddedHolders
Q3 20252,276$776.3K<0.1%+12+0.5%AddedHolders
Q2 20252,264$660.2K<0.1%+704+45.1%AddedHolders
Q1 20251,560$425.2K<0.1%−18−1.1%ReducedHolders
Q4 20241,578$415.8K<0.1%−254−13.9%ReducedHolders
Q3 20241,832$553.6K<0.1%+335+22.4%AddedHolders
Q2 20241,497$434.3K<0.1%00.0%UnchangedHolders
Q1 20241,497$422.9K<0.1%+1,497NewHolders
Q4 20230$00.0%−1,700−100.0%Sold outHolders
Q3 20231,700$375.6K<0.1%00.0%UnchangedHolders
Q2 20231,700$365.8K<0.1%00.0%UnchangedHolders
Q1 20231,700$388.0K<0.1%00.0%UnchangedHolders
Q4 20221,700$421.8K<0.1%+700+70.0%AddedHolders
Q3 20221,000$212.0K<0.1%00.0%UnchangedHolders
Q2 20221,000$221.0K<0.1%+1,000NewHolders