Retirement Wealth Solutions’s BWX Technologies BWXT Stock Holding History

Retirement Wealth Solutions’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	$22.8K	Hold	117	–	–	0.01%	146
2026 Q1	$24K	Sell	117 -97	-45%	-$19.7K	0.02%	128
2025 Q4	$37K	Hold	214	–	–	0.02%	112
2025 Q3	$39.5K	Sell	214 -26	-11%	-$4.18K	0.03%	109
2025 Q2	$34.6K	Sell	240 -23	-9%	-$2.69K	0.03%	111
2025 Q1	$26K	Hold	263	–	–	0.02%	115
2024 Q4	$30.2K	Buy	+263	New	+$32.1K	0.03%	117

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Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return