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Root Financial Partners’s CPI Aerostructures CVU Stock Holding History

Root Financial Partners’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$252 – 2454
2025
Q3 		$252 Buy
+100
New +$296 ﹤0.01% 2200

Other funds holding CVU

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KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Root Financial Partners's CVU Position: Q4 2025 in Review

Root Financial Partners sold out of CPI Aerostructures (CVU) in Q4 2025, closing a stake of 100 shares — an estimated $252 sold.

Root Financial Partners first reported a position in CVU in Q3 2025 and held it in 1 quarter. The position peaked at $252 in Q3 2025. 30 funds tracked by Wall St. Rank hold CVU as of Q4 2025.

  • Root Financial Partners reported no remaining CPI Aerostructures position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 100 CPI Aerostructures shares in Q4 2025, an estimated $252.
  • Root Financial Partners first reported a position in CPI Aerostructures in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's CPI Aerostructures position peaked at $252 in Q3 2025.
  • 30 funds tracked by Wall St. Rank held CPI Aerostructures as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.