GSWM
CVSA

Golden State Wealth Management’s Covista Inc CVSA Stock Holding History

Golden State 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
Q2 		$66.3K Buy
+532
New +$64.1K 0.01% 665
2026
Q1 		– Sell
-24
Closed -$2.48K – 1621
2025
Q4 		$2.48K Sell
24
-76
-76% -$8.7K ﹤0.01% 1353
2025
Q3 		$15.4K Hold
100
– – ﹤0.01% 980
2025
Q2 		$12.7K Buy
100
+76
+317% +$8.99K ﹤0.01% 1012
2025
Q1 		$2.42K Buy
+24
New +$2.39K ﹤0.01% 1288

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Golden State Wealth Management's CVSA Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Covista Inc (CVSA) in Q2 2026: 532 shares worth $66.3K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in CVSA as recently as Q4 2025.

Golden State Wealth Management first reported a position in CVSA in Q1 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Golden State Wealth Management held 532 shares of Covista Inc worth $66.3K as of Q2 2026.
  • Covista Inc was a new Golden State Wealth Management position in Q2 2026.
  • Covista Inc made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Golden State Wealth Management first reported a position in Covista Inc in Q1 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.