GWM
CVSA

Geneos Wealth Management’s Covista Inc CVSA Stock Holding History

Geneos Wealth Management’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15
Closed -$1.91K – 2529
2025
Q2 		$1.91K Sell
15
-5
-25% -$591 ﹤0.01% 2823
2025
Q1 		$2.01K Buy
+20
New +$2K ﹤0.01% 2762

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geneos Wealth Management's CVSA Position: Q3 2025 in Review

Geneos Wealth Management sold out of Covista Inc (CVSA) in Q3 2025, closing a stake of 15 shares — an estimated $1.91K sold.

Geneos Wealth Management first reported a position in CVSA in Q1 2025 and held it in 2 quarters. The position peaked at $2.01K in Q1 2025. 405 funds tracked by Wall St. Rank hold CVSA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Covista Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 15 Covista Inc shares in Q3 2025, an estimated $1.91K.
  • Geneos Wealth Management first reported a position in Covista Inc in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Covista Inc position peaked at $2.01K in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Covista Inc as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.