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Abound Wealth Management’s Trex TREX Stock Holding History

Abound Wealth Management’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
Q2 		$151 Buy
+3
New +$124 ﹤0.01% 1185

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Abound Wealth Management's TREX Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Trex (TREX) in Q2 2026: 3 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

45 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Abound Wealth Management held 3 shares of Trex worth $151 as of Q2 2026.
  • Trex was a new Abound Wealth Management position in Q2 2026.
  • Trex made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1185 holding.
  • 45 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.