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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Golden State Wealth Management's CVSA Position: Q1 2026 in Review

Golden State Wealth Management sold out of Covista Inc (CVSA) in Q1 2026, closing a stake of 24 shares — an estimated $2.48K sold.

Golden State Wealth Management first reported a position in CVSA in Q1 2025 and held it in 4 quarters. The position peaked at $15.4K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Golden State Wealth Management reported no remaining Covista Inc position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 24 Covista Inc shares in Q1 2026, an estimated $2.48K.
  • Golden State Wealth Management first reported a position in Covista Inc in Q1 2025 and held it in 4 quarters.
  • Golden State Wealth Management's Covista Inc position peaked at $15.4K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.