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GeoWealth Management’s BWX Technologies BWXT Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-854
Closed -$123K – 824
2025
Q2 		$123K Buy
+854
New +$99.8K ﹤0.01% 765
2025
Q1 		– Sell
-214
Closed -$23.8K – 1160
2024
Q4 		$23.8K Buy
214
+201
+1,546% +$24.6K ﹤0.01% 1346
2024
Q3 		$1.41K Buy
+13
New +$1.29K ﹤0.01% 1576

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GeoWealth Management's BWXT Position: Q3 2025 in Review

GeoWealth Management sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 854 shares — an estimated $123K sold.

GeoWealth Management first reported a position in BWXT in Q3 2024 and held it in 3 quarters. The position peaked at $123K in Q2 2025. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

  • GeoWealth Management reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 854 BWX Technologies shares in Q3 2025, an estimated $123K.
  • GeoWealth Management first reported a position in BWX Technologies in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's BWX Technologies position peaked at $123K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.