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Gen-Wealth Partners’s BWX Technologies BWXT Stock Holding History

Gen-Wealth Partners’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5K Hold
100
– – 0.01% 504
2026
Q1 		$20.4K Hold
100
– – 0.01% 480
2025
Q4 		$17.3K Hold
100
– – 0.01% 481
2025
Q3 		$18.4K Hold
100
– – 0.01% 472
2025
Q2 		$14.4K Hold
100
– – 0.01% 435
2025
Q1 		$9.87K Hold
100
– – ﹤0.01% 447
2024
Q4 		$11.1K Hold
100
– – ﹤0.01% 460
2024
Q3 		$12.5K Hold
100
– – 0.01% 474
2024
Q2 		$9.5K Buy
+100
New +$9.27K ﹤0.01% 472

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gen-Wealth Partners's BWXT Position: Q2 2026 in Review

Gen-Wealth Partners held its BWX Technologies (BWXT) position steady in Q2 2026 at 100 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #504.

Gen-Wealth Partners first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.4K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Gen-Wealth Partners held 100 shares of BWX Technologies worth $19.5K as of Q2 2026.
  • Gen-Wealth Partners left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #504 holding.
  • Gen-Wealth Partners first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's BWX Technologies position peaked at $20.4K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.