Balboa Wealth Partners
CVSA icon

Balboa Wealth Partners’s Covista Inc CVSA Stock Holding History

Balboa Wealth Partners’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$303K Hold
2,483
– – 0.04% 339
2026
Q2 		$310K Sell
2,483
-11
-0.4% -$1.33K 0.04% 340
2026
Q1 		$287K Buy
+2,494
New +$266K 0.05% 317
2025
Q4 		– Sell
-1,401
Closed -$216K – 434
2025
Q3 		$216K Buy
+1,401
New +$179K 0.04% 340

Other funds holding CVSA

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Balboa Wealth Partners's CVSA Position: Q3 2026 in Review

Balboa Wealth Partners held its Covista Inc (CVSA) position steady in Q3 2026 at 2,483 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #339.

Balboa Wealth Partners first reported a position in CVSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q2 2026. 294 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • Balboa Wealth Partners held 2,483 shares of Covista Inc worth $303K as of Q3 2026.
  • Balboa Wealth Partners left its Covista Inc share count unchanged in Q3 2026.
  • Covista Inc made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #339 holding.
  • Balboa Wealth Partners first reported a position in Covista Inc in Q3 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Covista Inc position peaked at $310K in Q2 2026.
  • 294 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.