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Spire Wealth Management’s Coffee Holding Co JVA Stock Holding History

Spire Wealth Management’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-148
Closed -$640 – 2425
2025
Q2 		$640 Sell
148
-260
-64% -$959 ﹤0.01% 2347
2025
Q1 		$1.45K Buy
+408
New +$2.01K ﹤0.01% 2331

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Citadel Advisors
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AF
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Spire Wealth Management's JVA Position: Q3 2025 in Review

Spire Wealth Management sold out of Coffee Holding Co (JVA) in Q3 2025, closing a stake of 148 shares — an estimated $640 sold.

Spire Wealth Management first reported a position in JVA in Q1 2025 and held it in 2 quarters. The position peaked at $1.45K in Q1 2025. 29 funds tracked by Wall St. Rank hold JVA as of Q3 2025.

  • Spire Wealth Management reported no remaining Coffee Holding Co position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 148 Coffee Holding Co shares in Q3 2025, an estimated $640.
  • Spire Wealth Management first reported a position in Coffee Holding Co in Q1 2025 and held it in 2 quarters.
  • Spire Wealth Management's Coffee Holding Co position peaked at $1.45K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Coffee Holding Co as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.