Pinnacle Wealth Planning Services’s Calavo Growers CVGW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CVGW Stock Details CVGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-50	Closed	-$1.29K	–	2769
2026 Q1	$1.29K	Sell	50 -502	-91%	-$12.6K	﹤0.01%	2515
2025 Q4	$12K	Buy	+552	New	+$12.2K	﹤0.01%	1940
2021 Q1	–	Sell	-347	Closed	-$24K	–	731
2020 Q4	$24K	Buy	+347	New	+$24.5K	0.01%	1082

Other funds holding CVGW

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's CVGW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 50 shares — an estimated $1.29K sold.

Pinnacle Wealth Planning Services first reported a position in CVGW in Q4 2020 and held it in 3 quarters. The position peaked at $24K in Q4 2020. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 50 Calavo Growers shares in Q2 2026, an estimated $1.29K.
Pinnacle Wealth Planning Services first reported a position in Calavo Growers in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's Calavo Growers position peaked at $24K in Q4 2020.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.