SWGC
CVSA

Summit Wealth Group (Colorado)’s Covista Inc CVSA Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,474
Closed -$238K – 282
2025
Q3 		$238K Buy
+1,474
New +$189K 0.04% 237

Other funds holding CVSA

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CVSA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 1,474 shares — an estimated $238K sold.

Summit Wealth Group (Colorado) first reported a position in CVSA in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,474 Covista Inc shares in Q4 2025, an estimated $238K.
  • Summit Wealth Group (Colorado) first reported a position in Covista Inc in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Covista Inc position peaked at $238K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.