Geneos Wealth Management’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	Sell	1,538 -994	-39%	-$116K	0.01%	955
2025 Q1	$329K	Buy	2,532 +1,397	+123%	+$152K	﹤0.01%	1053
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