Bailard’s Commercial Vehicle Group CVGI Stock Holding History

Bailard’s Portfolio CVGI Stock Details CVGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-74,901	Closed	-$346K	–	766
2026 Q2	$346K	Buy	74,901 +3,100	+4%	+$14.5K	0.01%	592
2026 Q1	$245K	Buy	+71,801	New	+$148K	0.01%	671
2023 Q4	–	Sell	-23,090	Closed	-$179K	–	733
2023 Q3	$179K	Buy	+23,090	New	+$218K	0.01%	667
2020 Q4	–	Sell	-26,572	Closed	-$174K	–	637
2020 Q3	$174K	Buy	+26,572	New	+$103K	0.01%	485
2019 Q4	–	Sell	-20,800	Closed	-$150K	–	554
2019 Q3	$150K	Buy	+20,800	New	+$152K	0.01%	500
2019 Q2	–	Sell	-23,100	Closed	-$177K	–	557
2019 Q1	$177K	Buy	+23,100	New	+$173K	0.01%	506
2017 Q1	–	Sell	-24,000	Closed	-$133K	–	299
2016 Q4	$133K	Hold	24,000	–	–	0.01%	298
2016 Q3	$139K	Buy	+24,000	New	+$118K	0.01%	309

Other funds holding CVGI

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bailard's CVGI Position: Q3 2026 in Review

Bailard sold out of Commercial Vehicle Group (CVGI) in Q3 2026, closing a stake of 74,901 shares — an estimated $346K sold.

Bailard first reported a position in CVGI in Q3 2016 and held it in 8 quarters. The position peaked at $346K in Q2 2026. 6 funds tracked by Wall St. Rank hold CVGI as of Q3 2026.

Bailard reported no remaining Commercial Vehicle Group position as of Q3 2026 after selling out during the quarter.
Bailard sold 74,901 Commercial Vehicle Group shares in Q3 2026, an estimated $346K.
Bailard first reported a position in Commercial Vehicle Group in Q3 2016 and held it in 8 quarters.
Bailard's Commercial Vehicle Group position peaked at $346K in Q2 2026.
6 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.