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Wealth Enhancement Trust Services’s CVR Energy CVI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28 Buy
+1
New +$32 ﹤0.01% 1483

Other funds holding CVI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Wealth Enhancement Trust Services's CVI Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in CVR Energy (CVI) in Q2 2026: 1 share worth $28. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings.

116 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Wealth Enhancement Trust Services held 1 share of CVR Energy worth $28 as of Q2 2026.
  • CVR Energy was a new Wealth Enhancement Trust Services position in Q2 2026.
  • CVR Energy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1483 holding.
  • 116 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.