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GeoWealth Management’s Cavco Industries CVCO Stock Holding History

GeoWealth Management’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$892 – 1230
2024
Q4 		$892 Sell
2
-1
-33% -$459 ﹤0.01% 1706
2024
Q3 		$1.28K Buy
+3
New +$1.18K ﹤0.01% 1584

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

GeoWealth Management's CVCO Position: Q1 2025 in Review

GeoWealth Management sold out of Cavco Industries (CVCO) in Q1 2025, closing a stake of 2 shares — an estimated $892 sold.

GeoWealth Management first reported a position in CVCO in Q3 2024 and held it in 2 quarters. The position peaked at $1.28K in Q3 2024. 334 funds tracked by Wall St. Rank hold CVCO as of Q1 2025.

  • GeoWealth Management reported no remaining Cavco Industries position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2 Cavco Industries shares in Q1 2025, an estimated $892.
  • GeoWealth Management first reported a position in Cavco Industries in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Cavco Industries position peaked at $1.28K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.