Creative Planning’s Covenant Logistics CVLG Stock Holding History

Creative Planning’s Portfolio CVLG Stock Details CVLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.01M	Buy	45,500 +1,871	+4%	+$68.2K	﹤0.01%	2083
2026 Q1	$1.18M	Buy	43,629 +5,444	+14%	+$146K	﹤0.01%	2322
2025 Q4	$842K	Buy	38,185 +28,419	+291%	+$596K	﹤0.01%	2420
2025 Q3	$212K	Buy	9,766 +1,458	+18%	+$34.8K	﹤0.01%	3433
2025 Q2	$200K	Buy	+8,308	New	+$180K	﹤0.01%	3218
2017 Q1	–	Sell	-268	Closed	-$3K	–	4687
2016 Q4	$3K	Buy	+268	New	+$2.51K	﹤0.01%	4136
2014 Q4	–	Sell	-1,000	Closed	-$9K	–	4180
2014 Q3	$9K	Buy	+1,000	New	+$6.87K	﹤0.01%	2993

Other funds holding CVLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Creative Planning's CVLG Position: Q2 2026 in Review

Creative Planning increased its Covenant Logistics (CVLG) stake by 4.3% in Q2 2026, buying an estimated $68.2K and bringing the position to 45,500 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Creative Planning first reported a position in CVLG in Q3 2014 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

Creative Planning held 45,500 shares of Covenant Logistics worth $2.01M as of Q2 2026.
Creative Planning bought 1,871 Covenant Logistics shares in Q2 2026, an estimated $68.2K.
Covenant Logistics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2083 holding.
Creative Planning first reported a position in Covenant Logistics in Q3 2014 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.