SWM
CVGW

Spire Wealth Management’s Calavo Growers CVGW Stock Holding History

Spire Wealth Management’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
2025
Q4 		– Sell
-1,145
Closed -$29.5K – 2345
2025
Q3 		$29.5K Hold
1,145
– – ﹤0.01% 1395
2025
Q2 		$30.4K Buy
+1,145
New +$29.9K ﹤0.01% 1374

Other funds holding CVGW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spire Wealth Management's CVGW Position: Q4 2025 in Review

Spire Wealth Management sold out of Calavo Growers (CVGW) in Q4 2025, closing a stake of 1,145 shares — an estimated $29.5K sold.

Spire Wealth Management first reported a position in CVGW in Q2 2025 and held it in 2 quarters. The position peaked at $30.4K in Q2 2025. 156 funds tracked by Wall St. Rank hold CVGW as of Q4 2025.

  • Spire Wealth Management reported no remaining Calavo Growers position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,145 Calavo Growers shares in Q4 2025, an estimated $29.5K.
  • Spire Wealth Management first reported a position in Calavo Growers in Q2 2025 and held it in 2 quarters.
  • Spire Wealth Management's Calavo Growers position peaked at $30.4K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.