EWM
CVU icon

Evermay Wealth Management’s CPI Aerostructures CVU Stock Holding History

Evermay Wealth 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
2025
Q4 		– Sell
-205
Closed -$517 – 575
2025
Q3 		$517 Hold
205
– – ﹤0.01% 522
2025
Q2 		$718 Hold
205
– – ﹤0.01% 528
2025
Q1 		$712 Buy
+205
New +$870 ﹤0.01% 538

Other funds holding CVU

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Evermay Wealth Management's CVU Position: Q4 2025 in Review

Evermay Wealth Management sold out of CPI Aerostructures (CVU) in Q4 2025, closing a stake of 205 shares — an estimated $517 sold.

Evermay Wealth Management first reported a position in CVU in Q1 2025 and held it in 3 quarters. The position peaked at $718 in Q2 2025. 30 funds tracked by Wall St. Rank hold CVU as of Q4 2025.

  • Evermay Wealth Management reported no remaining CPI Aerostructures position as of Q4 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 205 CPI Aerostructures shares in Q4 2025, an estimated $517.
  • Evermay Wealth Management first reported a position in CPI Aerostructures in Q1 2025 and held it in 3 quarters.
  • Evermay Wealth Management's CPI Aerostructures position peaked at $718 in Q2 2025.
  • 30 funds tracked by Wall St. Rank held CPI Aerostructures as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.