VFA
CVSA

Valeo Financial Advisors’s Covista Inc CVSA Stock Holding History

Valeo Financial Advisors’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
2026
Q2 		$249K Buy
+1,996
New +$241K 0.01% 684

Other funds holding CVSA

WCM
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Handelsbanken Fonder
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PCS
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WEG
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SWM
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return