True Wealth Design’s Calavo Growers CVGW Stock Holding History

True Wealth Design’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
2026 Q2	–	Sell	-19	Closed	-$491	–	2707
2026 Q1	$491	Sell	19 -7	-27%	-$175	﹤0.01%	2060
2025 Q4	$566	Sell	26 -34	-57%	-$754	﹤0.01%	1916
2025 Q3	$1.54K	Buy	60 +25	+71%	+$675	﹤0.01%	1576
2025 Q2	$931	Buy	35 +14	+67%	+$366	﹤0.01%	1499
2025 Q1	$504	Buy	+21	New	+$493	﹤0.01%	1535

Other funds holding CVGW

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's CVGW Position: Q2 2026 in Review

True Wealth Design sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 19 shares — an estimated $491 sold.

True Wealth Design first reported a position in CVGW in Q1 2025 and held it in 5 quarters. The position peaked at $1.54K in Q3 2025. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

True Wealth Design reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 19 Calavo Growers shares in Q2 2026, an estimated $491.
True Wealth Design first reported a position in Calavo Growers in Q1 2025 and held it in 5 quarters.
True Wealth Design's Calavo Growers position peaked at $1.54K in Q3 2025.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.