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True Wealth Design’s Commercial Vehicle Group CVGI Stock Holding History

True Wealth Design’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$5 – 2736
2025
Q4 		$5 Sell
3
-5
-63% -$8 ﹤0.01% 2547
2025
Q3 		$14 Sell
8
-16
-67% -$29 ﹤0.01% 2676
2025
Q2 		$40 Sell
24
-25
-51% -$30 ﹤0.01% 2422
2025
Q1 		$57 Buy
+49
New +$95 ﹤0.01% 2351

Other funds holding CVGI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

True Wealth Design's CVGI Position: Q1 2026 in Review

True Wealth Design sold out of Commercial Vehicle Group (CVGI) in Q1 2026, closing a stake of 3 shares — an estimated $5 sold.

True Wealth Design first reported a position in CVGI in Q1 2025 and held it in 4 quarters. The position peaked at $57 in Q1 2025. 74 funds tracked by Wall St. Rank hold CVGI as of Q1 2026.

  • True Wealth Design reported no remaining Commercial Vehicle Group position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 3 Commercial Vehicle Group shares in Q1 2026, an estimated $5.
  • True Wealth Design first reported a position in Commercial Vehicle Group in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Commercial Vehicle Group position peaked at $57 in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.