Curio Wealth’s CVD Equipment Corp CVV Stock Holding History

Curio Wealth’s Portfolio CVV Stock Details CVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,000	Closed	-$8.28K	–	327
2026 Q1	$8.28K	Hold	2,000	–	–	﹤0.01%	235
2025 Q4	$6.04K	Buy	+2,000	New	+$6.96K	﹤0.01%	285
2025 Q3	–	Sell	-2,000	Closed	-$5.96K	–	303
2025 Q2	$5.96K	Buy	2,000 +1,999	+199,900%	+$5.9K	﹤0.01%	230
2025 Q1	$8.8K	Sell	1 -1,999	-100%	-$6.86K	﹤0.01%	238
2024 Q4	$8.8K	Buy	+2,000	New	+$6.63K	﹤0.01%	223

Other funds holding CVV

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Curio Wealth's CVV Position: Q2 2026 in Review

Curio Wealth sold out of CVD Equipment Corp (CVV) in Q2 2026, closing a stake of 2,000 shares — an estimated $8.28K sold.

Curio Wealth first reported a position in CVV in Q4 2024 and held it in 5 quarters. The position peaked at $8.8K in Q1 2025. 33 funds tracked by Wall St. Rank hold CVV as of Q2 2026.

Curio Wealth reported no remaining CVD Equipment Corp position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2,000 CVD Equipment Corp shares in Q2 2026, an estimated $8.28K.
Curio Wealth first reported a position in CVD Equipment Corp in Q4 2024 and held it in 5 quarters.
Curio Wealth's CVD Equipment Corp position peaked at $8.8K in Q1 2025.
33 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.