GRP
CVGW

Global Retirement Partners’s Calavo Growers CVGW Stock Holding History

Global Retirement Partners’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-75
Closed -$1.99K – 3905
2025
Q2 		$1.99K Buy
+75
New +$1.96K ﹤0.01% 3242
2023
Q1 		– Sell
-9
Closed -$265 – 3229
2022
Q4 		$265 Hold
9
– – ﹤0.01% 2907
2022
Q3 		$0 Hold
9
– – ﹤0.01% 2742
2022
Q2 		$0 Hold
9
– – ﹤0.01% 2713
2022
Q1 		$0 Buy
+9
New +$367 ﹤0.01% 2657

Other funds holding CVGW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Global Retirement Partners's CVGW Position: Q3 2025 in Review

Global Retirement Partners sold out of Calavo Growers (CVGW) in Q3 2025, closing a stake of 75 shares — an estimated $1.99K sold.

Global Retirement Partners first reported a position in CVGW in Q1 2022 and held it in 5 quarters. The position peaked at $1.99K in Q2 2025. 167 funds tracked by Wall St. Rank hold CVGW as of Q3 2025.

  • Global Retirement Partners reported no remaining Calavo Growers position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 75 Calavo Growers shares in Q3 2025, an estimated $1.99K.
  • Global Retirement Partners first reported a position in Calavo Growers in Q1 2022 and held it in 5 quarters.
  • Global Retirement Partners's Calavo Growers position peaked at $1.99K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.