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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
Q2 		$3.09K Hold
70
– – ﹤0.01% 923
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JPL Wealth Management's CVLG Position: Q2 2026 in Review

JPL Wealth Management held its Covenant Logistics (CVLG) position steady in Q2 2026 at 70 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

JPL Wealth Management first reported a position in CVLG in Q3 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

  • JPL Wealth Management held 70 shares of Covenant Logistics worth $3.09K as of Q2 2026.
  • JPL Wealth Management left its Covenant Logistics share count unchanged in Q2 2026.
  • Covenant Logistics made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #923 holding.
  • JPL Wealth Management first reported a position in Covenant Logistics in Q3 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.