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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

GD holding history

General Dynamics Corp in every 13F filed by Forza 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)
4,061
Value
$1.44M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of GD by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,061$1.44M0.4%−5−0.1%ReducedHolders
Q1 20264,066$1.40M0.5%+75+1.9%AddedHolders
Q4 20253,991$1.34M0.5%+108+2.8%AddedHolders
Q3 20253,883$1.32M0.5%+42+1.1%AddedHolders
Q2 20253,841$1.12M0.5%+207+5.7%AddedHolders
Q1 20253,634$990.6K0.4%+40+1.1%AddedHolders
Q4 20243,594$947.0K0.4%+95+2.7%AddedHolders
Q3 20243,499$1.06M0.5%+235+7.2%AddedHolders
Q2 20243,264$947.0K0.5%00.0%UnchangedHolders
Q1 20243,264$922.0K0.5%00.0%UnchangedHolders
Q4 20233,264$847.6K0.5%+625+23.7%AddedHolders
Q3 20232,639$583.1K0.3%+240+10.0%AddedHolders
Q2 20232,399$516.1K0.3%−86−3.5%ReducedHolders
Q1 20232,485$567.1K0.3%00.0%UnchangedHolders
Q4 20222,485$616.6K0.4%–No prior filingHolders