Geneos Wealth Management’s BWX Technologies BWXT Stock Holding History

Geneos Wealth Management’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	$200K	Hold	1,025	–	–	﹤0.01%	996
2026 Q1	$210K	Buy	1,025 +40	+4%	+$8.12K	﹤0.01%	946
2025 Q4	$170K	Hold	985	–	–	﹤0.01%	971
2025 Q3	$182K	Sell	985 -553	-36%	-$89K	﹤0.01%	930
2025 Q2	$222K	Buy	1,538 +21	+1%	+$2.45K	0.01%	955
2025 Q1	$150K	Buy	1,517 +382	+34%	+$41.5K	0.01%	1030
2024 Q4	$126K	Buy	1,135 +26	+2%	+$3.18K	﹤0.01%	989
2024 Q3	$121K	Buy	1,109 +209	+23%	+$20.8K	﹤0.01%	909
2024 Q2	$85.5K	Buy	900 +887	+6,823%	+$82.3K	﹤0.01%	912
2024 Q1	$1.33K	Buy	+13	New	+$1.16K	﹤0.01%	1966
2020 Q4	–	Sell	-120	Closed	-$6K	–	2899
2020 Q3	$6K	Hold	120	–	–	﹤0.01%	2106
2020 Q2	$6K	Hold	120	–	–	﹤0.01%	2070
2020 Q1	$5K	Buy	+120	New	+$7.13K	﹤0.01%	2014
2019 Q2	–	Sell	-56	Closed	-$2K	–	2494
2019 Q1	$2K	Hold	56	–	–	﹤0.01%	2219
2018 Q4	$2K	Buy	+56	New	+$2.78K	﹤0.01%	2176

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geneos Wealth Management's BWXT Position: Q2 2026 in Review

Geneos Wealth Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 1,025 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Geneos Wealth Management first reported a position in BWXT in Q4 2018 and has held it in 15 quarters since. The position peaked at $222K in Q2 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Geneos Wealth Management held 1,025 shares of BWX Technologies worth $200K as of Q2 2026.
Geneos Wealth Management left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #996 holding.
Geneos Wealth Management first reported a position in BWX Technologies in Q4 2018 and has held it in 15 quarters since.
Geneos Wealth Management's BWX Technologies position peaked at $222K in Q2 2025.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.