General Dynamics Corporation
MX ˙ BMV ˙ US3695501086
SecurityMX:GD / General Dynamics Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership849 shares
Latest Disclosed Value $ 291,394
Heritage Wealth Advisors ownership in GD / General Dynamics Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 849 shares of General Dynamics Corporation (MX:GD) valued at $291,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 849 shares of General Dynamics Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F General Dynamics COM 369550108 849 0 0.00 291 2.11 0.0114
2026-02-13 2025-12-31 13F General Dynamics COM 369550108 849 -923 -52.09 286 -52.81 0.0109
2025-11-13 2025-09-30 13F General Dynamics COM 369550108 1,772 0 0.00 604 17.05 0.0264
2025-08-11 2025-06-30 13F General Dynamics COM 369550108 1,772 0 0.00 517 6.83 0.0245
2025-05-08 2025-03-31 13F General Dynamics COM 369550108 1,772 -130 -6.83 483 -3.59 0.0245
2025-02-12 2024-12-31 13F General Dynamics COM 369550108 1,902 -2,166 -53.24 501 -59.24 0.0248
2024-11-12 2024-09-30 13F General Dynamics COM 369550108 4,068 -1,024 -20.11 1,229 -16.79 0.0577
2024-12-12 2024-06-30 13F/A-1 General Dynamics COM 369550108 5,092 0 0.00 1,477 2.71 0.0667
2024-08-06 2024-06-30 13F General Dynamics COM 369550108 5,092 0 1,477 0.0667
2024-12-12 2024-03-31 13F/A-1 General Dynamics COM 369550108 5,092 0 0.00 1,438 8.77 0.0656
2024-05-08 2024-03-31 13F General Dynamics COM 369550108 5,092 0 1,438 0.0659
2024-12-12 2023-12-31 13F/A-1 General Dynamics COM 369550108 5,092 250 5.16 1,322 23.67 0.0657
2024-02-12 2023-12-31 13F General Dynamics COM 369550108 5,107 265 1,326 0.0661
2024-12-12 2023-09-30 13F/A-1 General Dynamics COM 369550108 4,842 0 0.00 1,070 2.69 0.0583
2023-11-09 2023-09-30 13F General Dynamics COM 369550108 4,842 0 1,070 0.0583
2024-12-12 2023-06-30 13F/A-1 General Dynamics COM 369550108 4,842 -66 -1.34 1,042 -7.05 0.0551
2023-08-09 2023-06-30 13F General Dynamics COM 369550108 4,842 -66 1,042 0.0551
2023-05-04 2023-03-31 13F General Dynamics COM 369550108 4,908 -65 -1.31 1,120 -9.16 0.0624
2024-12-12 2022-12-31 13F/A-1 General Dynamics COM 369550108 4,973 203 4.26 1,234 21.84 0.0715
2023-02-07 2022-12-31 13F General Dynamics COM 369550108 4,973 203 1,234 0.0715
2024-12-12 2022-09-30 13F/A-1 General Dynamics COM 369550108 4,770 -135 -2.75 1,012 101,100.00 0.0734
2022-11-10 2022-09-30 13F General Dynamics COM 369550108 4,770 -135 1 0.0734
2022-08-04 2022-06-30 13F General Dynamics COM 369550108 4,905 265 5.71 1 0.00 0.0754
2022-05-11 2022-03-31 13F General Dynamics COM 369550108 4,640 0 0.00 1 0.0619
2022-03-28 2021-12-31 13F/A-1 General Dynamics COM 369550108 4,640 0 0.00 1 -100.00 0.0531
2022-02-02 2021-12-31 13F General Dynamics COM 369550108 4,640 0 967 0.0531
2021-11-02 2021-09-30 13F General Dynamics COM 369550108 4,640 200 4.50 910 8.86 0.0557
2021-08-09 2021-06-30 13F/A-1 General Dynamics COM 369550108 4,440 -365 -7.60 836 -4.24 0.0515
2021-07-27 2021-06-30 13F General Dynamics COM 369550108 4,877 72 726 0.0454
2021-04-27 2021-03-31 13F General Dynamics COM 369550108 4,805 -72 -1.48 872 20.11 0.0526
2021-02-01 2020-12-31 13F General Dynamics COM 369550108 4,877 2,427 99.06 726 114.16 0.0454
2020-11-03 2020-09-30 13F General Dynamics COM 369550108 2,450 0 0.00 339 -7.38 0.0438
2020-07-17 2020-06-30 13F/A-1 General Dynamics COM 369550108 2,450 -48 -1.92 366 10.91 0.0512
2020-07-17 2020-06-30 13F General Dynamics COM 369550108 653 -1,845 366 51,217.8227
2020-05-05 2020-03-31 13F General Dynamics COM 369550108 2,498 70 2.88 331 -22.90 0.0592
2020-02-04 2019-12-31 13F General Dynamics COM 369550108 2,428 150 6.58 428 2.88 0.0565
2019-10-30 2019-09-30 13F General Dynamics COM 369550108 2,278 0 0.00 416 0.48 0.0613
2019-08-05 2019-06-30 13F General Dynamics COM 369550108 2,278 0 0.00 414 7.53 0.0635
2019-05-06 2019-03-31 13F General Dynamics COM 369550108 2,278 228 11.12 386 19.57 0.0634
2019-01-26 2018-12-31 13F General Dynamics COM 369550108 2,050 0 0.00 322 -23.15 0.0629
2018-11-14 2018-09-30 13F General Dynamics COM 369550108 2,050 0 0.00 419 9.69 0.0821
2018-07-19 2018-06-30 13F GENERAL DYNAMICS COM 369550108 2,050 0 0.00 382 -15.67 0.1428
2018-05-10 2018-03-31 13F GENERAL DYNAMICS COM 369550108 2,050 -71 -3.35 453 5.10 0.1881
2018-02-02 2017-12-31 13F GENERAL DYNAMICS COM 369550108 2,121 36 1.73 431 0.70 0.1844
2017-11-07 2017-09-30 13F GENERAL DYNAMICS COM 369550108 2,085 35 1.71 428 5.42 0.2153
2017-07-27 2017-06-30 13F GENERAL DYNAMICS COM 369550108 2,050 -102 -4.74 406 1.00 0.2102
2017-05-10 2017-03-31 13F GENERAL DYNAMICS COM 369550108 2,152 0 0.00 402 8.06 0.2167
2017-01-27 2016-12-31 13F GENERAL DYNAMICS COM 369550108 2,152 0 0.00 372 11.38 0.2431
2016-10-28 2016-09-30 13F GENERAL DYNAMICS COM 369550108 2,152 0 0.00 334 11.71 0.2313
2016-08-04 2016-06-30 13F GENERAL DYNAMICS COM 369550108 2,152 102 4.98 299 10.74 0.2019
2016-05-02 2016-03-31 13F GENERAL DYNAMICS COM 369550108 2,050 0 0.00 270 -4.26 0.2116
2016-02-02 2015-12-31 13F GENERAL DYNAMICS COM 369550108 2,050 0 0.00 282 -0.35 0.2376
2015-10-22 2015-09-30 13F GENERAL DYNAMICS COM 369550108 2,050 0 0.00 283 -2.41 0.2432
2015-08-06 2015-06-30 13F GENERAL DYNAMICS COM 369550108 2,050 50 2.50 290 7.01 0.2407
2015-05-06 2015-03-31 13F GENERAL DYNAMICS COM 369550108 2,000 0 0.00 271 -1.45 0.2236
2015-02-10 2014-12-31 13F GENERAL DYNAMICS COM 369550108 2,000 0 0.00 275 8.27 0.2456
2014-11-13 2014-09-30 13F/A-1 GENERAL DYNAMICS COM 369550108 2,000 0 0.00 254 9.01 0.2640
2014-11-07 2014-09-30 13F GENERAL DYNAMICS COM 369550108 2,000 254
2014-08-06 2014-06-30 13F GENERAL DYNAMICS COM 369550108 2,000 0 0.00 233 6.88 0.2496
2014-05-05 2014-03-31 13F GENERAL DYNAMICS COM 369550108 2,000 2,000 218 0.2522
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.