GWM
CVSA

Gilpin Wealth Management’s Covista Inc CVSA Stock Holding History

Gilpin 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
2026
Q3 		$611 Hold
5
– – ﹤0.01% 783
2026
Q2 		$624 Buy
5
+1
+25% +$121 ﹤0.01% 608
2026
Q1 		$461 Buy
4
+3
+300% +$320 ﹤0.01% 639
2025
Q4 		$104 Buy
+1
New +$115 ﹤0.01% 827

Other funds holding CVSA

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Gilpin Wealth Management held its Covista Inc (CVSA) position steady in Q3 2026 at 5 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Gilpin Wealth Management first reported a position in CVSA in Q4 2025 and has held it in 4 quarters since. The position peaked at $624 in Q2 2026. 12 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Covista Inc worth $611 as of Q3 2026.
  • Gilpin Wealth Management left its Covista Inc share count unchanged in Q3 2026.
  • Covista Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #783 holding.
  • Gilpin Wealth Management first reported a position in Covista Inc in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Covista Inc position peaked at $624 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

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