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JPL Wealth Management’s Covenant Logistics CVLG Stock Holding History

JPL Wealth Management’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.9K Buy
+70
New +$1.88K ﹤0.01% 985
2025
Q4 		– Sell
-70
Closed -$1.52K – 353
2025
Q3 		$1.52K Buy
+70
New +$1.67K ﹤0.01% 925

Other funds holding CVLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's CVLG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Covenant Logistics (CVLG) in Q1 2026: 70 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CVLG as recently as Q3 2025.

JPL Wealth Management first reported a position in CVLG in Q3 2025 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold CVLG as of Q1 2026.

  • JPL Wealth Management held 70 shares of Covenant Logistics worth $1.9K as of Q1 2026.
  • Covenant Logistics was a new JPL Wealth Management position in Q1 2026.
  • Covenant Logistics made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #985 holding.
  • JPL Wealth Management first reported a position in Covenant Logistics in Q3 2025 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Covenant Logistics as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.