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Evergreen Capital Management’s CPI Aerostructures CVU Stock Holding History

Evergreen Capital Management’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.2K Hold
17,900
– – ﹤0.01% 1479
2025
Q4 		$70.9K Hold
17,900
– – ﹤0.01% 1381
2025
Q3 		$45.1K Hold
17,900
– – ﹤0.01% 1305
2025
Q2 		$62.6K Buy
+17,900
New +$57.8K ﹤0.01% 1111

Other funds holding CVU

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Evergreen Capital Management's CVU Position: Q1 2026 in Review

Evergreen Capital Management held its CPI Aerostructures (CVU) position steady in Q1 2026 at 17,900 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Evergreen Capital Management first reported a position in CVU in Q2 2025 and has held it in 4 quarters since. The position peaked at $70.9K in Q4 2025. 41 funds tracked by Wall St. Rank hold CVU as of Q1 2026.

  • Evergreen Capital Management held 17,900 shares of CPI Aerostructures worth $70.2K as of Q1 2026.
  • Evergreen Capital Management left its CPI Aerostructures share count unchanged in Q1 2026.
  • CPI Aerostructures made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1479 holding.
  • Evergreen Capital Management first reported a position in CPI Aerostructures in Q2 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's CPI Aerostructures position peaked at $70.9K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held CPI Aerostructures as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.