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Gilpin Wealth Management’s CVR Energy CVI Stock Holding History

Gilpin Wealth Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255 Hold
5
– – ﹤0.01% 1048
2026
Q2 		$138 Hold
5
– – ﹤0.01% 989
2026
Q1 		$169 Buy
+5
New +$129 ﹤0.01% 888

Other funds holding CVI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's CVI Position: Q3 2026 in Review

Gilpin Wealth Management held its CVR Energy (CVI) position steady in Q3 2026 at 5 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Gilpin Wealth Management first reported a position in CVI in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of CVR Energy worth $255 as of Q3 2026.
  • Gilpin Wealth Management left its CVR Energy share count unchanged in Q3 2026.
  • CVR Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1048 holding.
  • Gilpin Wealth Management first reported a position in CVR Energy in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.