Rothwell Investment Advisors, LLC’s Trex TREX Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TREX Stock Details TREX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.23K	Buy	+97	New	+$4.42K	﹤0.01%	934

Other funds holding TREX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TREX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Trex (TREX) in Q3 2026: 97 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

207 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

Rothwell Investment Advisors, LLC held 97 shares of Trex worth $4.23K as of Q3 2026.
Trex was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Trex made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #934 holding.
207 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.