EverSource Wealth Advisors’s Commercial Vehicle Group CVGI Stock Holding History

EverSource Wealth Advisors’s Portfolio CVGI Stock Details CVGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$508	Sell	110 -493	-82%	-$2.31K	﹤0.01%	4125
2026 Q1	$2.06K	Sell	603 -114	-16%	-$235	﹤0.01%	3632
2025 Q4	$1.03K	Sell	717 -367	-34%	-$584	﹤0.01%	3703
2025 Q3	$1.84K	Sell	1,084 -108	-9%	-$197	﹤0.01%	3542
2025 Q2	$1.98K	Buy	+1,192	New	+$1.45K	﹤0.01%	3512
2025 Q1	–	Sell	-1,458	Closed	-$3.62K	–	4054
2024 Q4	$3.62K	Buy	+1,458	New	+$3.89K	﹤0.01%	2483
2022 Q2	–	Sell	-625	Closed	-$5K	–	1749
2022 Q1	$5K	Buy	+625	New	+$5.06K	﹤0.01%	1231

Other funds holding CVGI

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's CVGI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Commercial Vehicle Group (CVGI) stake by 82% in Q2 2026, selling an estimated $2.31K and leaving 110 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

EverSource Wealth Advisors first reported a position in CVGI in Q1 2022 and has held it in 7 quarters since. The position peaked at $5K in Q1 2022. 21 funds tracked by Wall St. Rank hold CVGI as of Q2 2026.

EverSource Wealth Advisors held 110 shares of Commercial Vehicle Group worth $508 as of Q2 2026.
EverSource Wealth Advisors sold 493 Commercial Vehicle Group shares in Q2 2026, an estimated $2.31K.
Commercial Vehicle Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4125 holding.
EverSource Wealth Advisors first reported a position in Commercial Vehicle Group in Q1 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's Commercial Vehicle Group position peaked at $5K in Q1 2022.
21 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.