NWWA
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New Wave Wealth Advisors’s Commercial Vehicle Group CVGI Stock Holding History

New Wave Wealth Advisors’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-274
Closed -$680 – 252
2024
Q4 		$680 Buy
+274
New +$732 ﹤0.01% 654

Other funds holding CVGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

New Wave Wealth Advisors's CVGI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Commercial Vehicle Group (CVGI) in Q1 2025, closing a stake of 274 shares — an estimated $680 sold.

New Wave Wealth Advisors first reported a position in CVGI in Q4 2024 and held it in 1 quarter. The position peaked at $680 in Q4 2024. 97 funds tracked by Wall St. Rank hold CVGI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Commercial Vehicle Group position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 274 Commercial Vehicle Group shares in Q1 2025, an estimated $680.
  • New Wave Wealth Advisors first reported a position in Commercial Vehicle Group in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Commercial Vehicle Group position peaked at $680 in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.