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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

GD holding history

General Dynamics Corp in every 13F filed by Simplicity Wealth,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)
17,930
Value
$6.35M
% of portfolio
0.2%
Quarters held
9
Since Q1 2024
Holdings of GD by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,930$6.35M0.2%+16,285+990.0%AddedHolders
Q1 20261,645$564.7K<0.1%+171+11.6%AddedHolders
Q4 20251,474$496.2K<0.1%+169+13.0%AddedHolders
Q3 20251,305$444.9K<0.1%−551−29.7%ReducedHolders
Q2 20251,856$541.1K<0.1%+1,034+125.8%AddedHolders
Q1 2025822$224.0K<0.1%+822NewHolders
Q4 20240$00.0%−782−100.0%Sold outHolders
Q3 2024782$236.3K<0.1%−6,656−89.5%ReducedHolders
Q2 20247,438$2.16M<0.1%+647+9.5%AddedHolders
Q1 20246,791$1.92M<0.1%+6,791NewHolders