Angeles Wealth Management’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$679K Sell
4,910
-1,151
-19% -$169K 0.03% 209
2026
Q2
$961K Buy
+6,061
New +$940K 0.04% 168
2025
Q4
– Sell
-1,055
Closed -$207K – 494
2025
Q3
$207K Buy
1,055
+6
+0.6% +$1.19K 0.01% 325
2025
Q2
$203K Buy
+1,049
New +$155K 0.01% 331

Other funds holding VST

Angeles Wealth Management's VST Position: Q3 2026 in Review

Angeles Wealth Management reduced its Vistra (VST) stake by 19% in Q3 2026, selling an estimated $169K and leaving 4,910 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #209.

Angeles Wealth Management first reported a position in VST in Q2 2025 and has held it in 4 quarters since. The position peaked at $961K in Q2 2026. 408 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Angeles Wealth Management held 4,910 shares of Vistra worth $679K as of Q3 2026.
  • Angeles Wealth Management sold 1,151 Vistra shares in Q3 2026, an estimated $169K.
  • Vistra made up 0.03% of Angeles Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Angeles Wealth Management first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • Angeles Wealth Management's Vistra position peaked at $961K in Q2 2026.
  • 408 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.