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True Wealth Design’s Covenant Logistics CVLG Stock Holding History

True Wealth Design’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$22 – 2625
2025
Q3 		$22 Sell
1
-1
-50% -$24 ﹤0.01% 2654
2025
Q2 		$49 Sell
2
-7
-78% -$152 ﹤0.01% 2380
2025
Q1 		$200 Buy
+9
New +$232 ﹤0.01% 1961

Other funds holding CVLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's CVLG Position: Q4 2025 in Review

True Wealth Design sold out of Covenant Logistics (CVLG) in Q4 2025, closing a stake of 1 share — an estimated $22 sold.

True Wealth Design first reported a position in CVLG in Q1 2025 and held it in 3 quarters. The position peaked at $200 in Q1 2025. 162 funds tracked by Wall St. Rank hold CVLG as of Q4 2025.

  • True Wealth Design reported no remaining Covenant Logistics position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Covenant Logistics share in Q4 2025, an estimated $22.
  • True Wealth Design first reported a position in Covenant Logistics in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Covenant Logistics position peaked at $200 in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Covenant Logistics as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.