de Creative Planning Trex TREX Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 13.4 M | Comprar |
268,132
+50,945
| +23% | +USD 2.11 M | 0.01% | 695 |
|
|
2026
Q1 | USD 7.91 M | Comprar |
217,187
+109,692
| +102% | +USD 4.41 M | 0.01% | 850 |
|
|
2025
Q4 | USD 3.77 M | Comprar |
107,495
+25,782
| +32% | +USD 1.04 M | ﹤0.01% | 1207 |
|
|
2025
Q3 | USD 4.22 M | Comprar |
81,713
+21,699
| +36% | +USD 1.32 M | ﹤0.01% | 978 |
|
|
2025
Q2 | USD 3.26 M | Vender |
60,014
-1,291
| -2% | -USD 73.2 k | ﹤0.01% | 981 |
|
|
2025
Q1 | USD 3.56 M | Comprar |
61,305
+1,541
| +3% | +USD 100 k | ﹤0.01% | 846 |
|
|
2024
Q4 | USD 4.13 M | Vender |
59,764
-360
| -0.6% | -USD 25.4 k | ﹤0.01% | 737 |
|
|
2024
Q3 | USD 4 M | Vender |
60,124
-160
| -0.3% | -USD 11.2 k | ﹤0.01% | 726 |
|
|
2024
Q2 | USD 4.47 M | Comprar |
60,284
+412
| +0.7% | +USD 36 k | ﹤0.01% | 659 |
|
|
2024
Q1 | USD 5.97 M | Comprar |
59,872
+246
| +0.4% | +USD 21.9 k | 0.01% | 553 |
|
|
2023
Q4 | USD 4.94 M | Comprar |
59,626
+2,187
| +4% | +USD 145 k | 0.01% | 569 |
|
|
2023
Q3 | USD 3.54 M | Comprar |
57,439
+594
| +1% | +USD 40.8 k | ﹤0.01% | 631 |
|
|
2023
Q2 | USD 3.73 M | Comprar |
56,845
+159
| +0.3% | +USD 8.87 k | 0.01% | 606 |
|
|
2023
Q1 | USD 2.76 M | Comprar |
56,686
+1,469
| +3% | +USD 74.3 k | ﹤0.01% | 676 |
|
|
2022
Q4 | USD 2.34 M | Comprar |
55,217
+12,309
| +29% | +USD 559 k | ﹤0.01% | 698 |
|
|
2022
Q3 | USD 1.88 M | Comprar |
42,908
+12,658
| +42% | +USD 677 k | ﹤0.01% | 718 |
|
|
2022
Q2 | USD 1.65 M | Comprar |
30,250
+103
| +0.3% | +USD 6.21 k | ﹤0.01% | 785 |
|
|
2022
Q1 | USD 1.97 M | Comprar |
30,147
+5,758
| +24% | +USD 513 k | ﹤0.01% | 729 |
|
|
2021
Q4 | USD 3.29 M | Comprar |
24,389
+256
| +1% | +USD 30.7 k | 0.01% | 533 |
|
|
2021
Q3 | USD 2.46 M | Comprar |
24,133
+851
| +4% | +USD 89 k | ﹤0.01% | 622 |
|
|
2021
Q2 | USD 2.38 M | Vender |
23,282
-2,350
| -9% | -USD 237 k | ﹤0.01% | 608 |
|
|
2021
Q1 | USD 2.35 M | Vender |
25,632
-568
| -2% | -USD 53.4 k | ﹤0.01% | 658 |
|
|
2020
Q4 | USD 2.19 M | Vender |
26,200
-40
| -0.2% | -USD 3.06 k | ﹤0.01% | 637 |
|
|
2020
Q3 | USD 1.88 M | Comprar |
26,240
+970
| +4% | +USD 67.1 k | ﹤0.01% | 592 |
|
|
2020
Q2 | USD 1.64 M | Vender |
25,270
-16
| -0.1% | -USD 853 | ﹤0.01% | 563 |
|
|
2020
Q1 | USD 1.01 M | Vender |
25,286
-504
| -2% | -USD 23.6 k | ﹤0.01% | 641 |
|
|
2019
Q4 | USD 1.16 M | Comprar |
25,790
+200
| +0.8% | +USD 8.81 k | ﹤0.01% | 720 |
|
|
2019
Q3 | USD 1.16 M | Comprar |
25,590
+70
| +0.3% | +USD 2.82 k | ﹤0.01% | 693 |
|
|
2019
Q2 | USD 915 k | Comprar |
25,520
+230
| +0.9% | +USD 7.8 k | ﹤0.01% | 790 |
|
|
2019
Q1 | USD 778 k | Vender |
25,290
-17,534
| -41% | -USD 613 k | ﹤0.01% | 832 |
|
|
2018
Q4 | USD 1.27 M | Comprar |
42,824
+3,966
| +10% | +USD 124 k | 0.01% | 574 |
|
|
2018
Q3 | USD 1.5 M | Comprar |
38,858
+13,420
| +53% | +USD 516 k | 0.01% | 577 |
|
|
2018
Q2 | USD 796 k | Vender |
25,438
-30
| -0.1% | -USD 869 | ﹤0.01% | 872 |
|
|
2018
Q1 | USD 693 k | Comprar |
25,468
+2,760
| +12% | +USD 76 k | ﹤0.01% | 922 |
|
|
2017
Q4 | USD 615 k | Mantener |
22,708
| – | – | ﹤0.01% | 961 |
|
|
2017
Q3 | USD 511 k | Vender |
22,708
-1,252
| -5% | -USD 23.9 k | ﹤0.01% | 1050 |
|
|
2017
Q2 | USD 405 k | Vender |
23,960
-252
| -1% | -USD 4.25 k | ﹤0.01% | 1127 |
|
|
2017
Q1 | USD 420 k | Comprar |
24,212
+3,664
| +18% | +USD 63.2 k | ﹤0.01% | 1089 |
|
|
2016
Q4 | USD 331 k | Vender |
20,548
-220
| -1% | -USD 3.44 k | ﹤0.01% | 1147 |
|
|
2016
Q3 | USD 305 k | Comprar |
20,768
+11,968
| +136% | +USD 167 k | ﹤0.01% | 1172 |
|
|
2016
Q2 | USD 99 k | Mantener |
8,800
| – | – | ﹤0.01% | 1688 |
|
|
2016
Q1 | USD 105 k | Vender |
8,800
-2,800
| -24% | -USD 27.3 k | ﹤0.01% | 1598 |
|
|
2015
Q4 | USD 110 k | Comprar |
11,600
+2,400
| +26% | +USD 24.1 k | ﹤0.01% | 1574 |
|
|
2015
Q3 | USD 77 k | Comprar |
+9,200
| Nuevas | +USD 94.5 k | ﹤0.01% | 1744 |
|
|
2015
Q2 | – | Vender |
-11,668
| Cerradas | -USD 159 k | – | 2862 |
|
|
2015
Q1 | USD 159 k | Comprar |
11,668
+2,068
| +22% | +USD 23.9 k | ﹤0.01% | 1314 |
|
|
2014
Q4 | USD 102 k | Comprar |
9,600
+3,200
| +50% | +USD 31.9 k | ﹤0.01% | 1545 |
|
|
2014
Q3 | USD 55 k | Comprar |
6,400
+1,600
| +33% | +USD 13.4 k | ﹤0.01% | 1861 |
|
|
2014
Q2 | USD 35 k | Vender |
4,800
-320
| -6% | -USD 2.71 k | ﹤0.01% | 2127 |
|
|
2014
Q1 | USD 47 k | Mantener |
5,120
| – | – | ﹤0.01% | 1842 |
|
|
2013
Q4 | USD 51 k | Mantener |
5,120
| – | – | ﹤0.01% | 1600 |
|
|
2013
Q3 | USD 32 k | Mantener |
5,120
| – | – | ﹤0.01% | 1802 |
|
|
2013
Q2 | USD 30 k | Comprar |
+5,120
| Nuevas | +USD 32.9 k | ﹤0.01% | 1681 |
|
Otros fondos que tienen TREX en su cartera
Posición de Creative Planning en TREX: resumen de T2 2026
Creative Planning aumentó su participación en Trex (TREX) en 23% durante T2 2026, al comprar aproximadamente USD 2.11 M y elevar la posición a 268,132 acciones con un valor de USD 13.4 M. La posición representa 0.01% de la cartera y ocupa el puesto #695.
Creative Planning reportó por primera vez una posición en TREX en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 474 fondos que sigue Wall St. Rank mantienen una posición en TREX.
- Al cierre de T2 2026, Creative Planning tenía 268,132 acciones de Trex con un valor de USD 13.4 M.
- Creative Planning compró 50,945 acciones de Trex en T2 2026, por un monto estimado de USD 2.11 M.
- Trex representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 695.
- Creative Planning reportó por primera vez una posición en Trex en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 474 fondos que sigue Wall St. Rank tenían Trex en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.