Activest Wealth Management
TREX icon

Activest Wealth Management’s Trex TREX Stock Holding History

Activest 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
Q3 		$21.2K Hold
486
– – ﹤0.01% 437
2026
Q2 		$24.3K Buy
486
+1
+0.2% +$41 ﹤0.01% 407
2026
Q1 		$17.7K Buy
485
+3
+0.6% +$121 ﹤0.01% 553
2025
Q4 		$16.9K Buy
+482
New +$19.5K ﹤0.01% 550

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Activest Wealth Management's TREX Position: Q3 2026 in Review

Activest Wealth Management held its Trex (TREX) position steady in Q3 2026 at 486 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Activest Wealth Management first reported a position in TREX in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.3K in Q2 2026. 356 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Activest Wealth Management held 486 shares of Trex worth $21.2K as of Q3 2026.
  • Activest Wealth Management left its Trex share count unchanged in Q3 2026.
  • Trex made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #437 holding.
  • Activest Wealth Management first reported a position in Trex in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Trex position peaked at $24.3K in Q2 2026.
  • 356 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.