Allworth Financial’s Calavo Growers CVGW Stock Holding History

Allworth Financial’s Portfolio CVGW Stock Details CVGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-196	Closed	-$5.05K	–	5205
2026 Q1	$5.05K	Buy	196 +23	+13%	+$576	﹤0.01%	3954
2025 Q4	$3.76K	Buy	173 +35	+25%	+$776	﹤0.01%	3872
2025 Q3	$3.55K	Buy	138 +69	+100%	+$1.86K	﹤0.01%	3727
2025 Q2	$1.83K	Buy	+69	New	+$1.8K	﹤0.01%	3742
2025 Q1	–	Sell	-18	Closed	-$426	–	4087
2024 Q4	$426	Hold	18	–	–	﹤0.01%	3645
2024 Q3	$514	Buy	+18	New	+$440	﹤0.01%	3412
2023 Q2	–	Sell	-35	Closed	-$1.01K	–	3283
2023 Q1	$1.01K	Hold	35	–	–	﹤0.01%	2667
2022 Q4	$1.03K	Buy	+35	New	+$1.17K	﹤0.01%	2465
2022 Q1	–	Sell	-513	Closed	-$22K	–	2162
2021 Q4	$22K	Buy	+513	New	+$21K	﹤0.01%	1080

Other funds holding CVGW

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's CVGW Position: Q2 2026 in Review

Allworth Financial sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 196 shares — an estimated $5.05K sold.

Allworth Financial first reported a position in CVGW in Q4 2021 and held it in 9 quarters. The position peaked at $22K in Q4 2021. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

Allworth Financial reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 196 Calavo Growers shares in Q2 2026, an estimated $5.05K.
Allworth Financial first reported a position in Calavo Growers in Q4 2021 and held it in 9 quarters.
Allworth Financial's Calavo Growers position peaked at $22K in Q4 2021.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.