AWE
VST icon

Avidian Wealth Enterprises’s Vistra VST Stock Holding History

Avidian Wealth Enterprises’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228K Sell
1,650
-93
-5% -$13.7K 0.01% 687
2026
Q2 		$276K Buy
1,743
+20
+1% +$3.1K 0.01% 617
2026
Q1 		$259K Buy
1,723
+14
+0.8% +$2.27K 0.01% 571
2025
Q4 		$276K Buy
1,709
+151
+10% +$27.5K 0.01% 488
2025
Q3 		$305K Sell
1,558
-8
-0.5% -$1.58K 0.01% 466
2025
Q2 		$303K Buy
+1,566
New +$232K 0.01% 442
2025
Q1 		– Sell
-1,644
Closed -$227K – 549
2024
Q4 		$227K Buy
+1,644
New +$228K 0.01% 459
2024
Q2 		– Sell
-5,355
Closed -$373K – 523
2024
Q1 		$373K Buy
+5,355
New +$265K 0.02% 319

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's VST Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vistra (VST) stake by 5.3% in Q3 2026, selling an estimated $13.7K and leaving 1,650 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #687.

Avidian Wealth Enterprises first reported a position in VST in Q1 2024 and has held it in 8 quarters since. The position peaked at $373K in Q1 2024. 47 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Avidian Wealth Enterprises held 1,650 shares of Vistra worth $228K as of Q3 2026.
  • Avidian Wealth Enterprises sold 93 Vistra shares in Q3 2026, an estimated $13.7K.
  • Vistra made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #687 holding.
  • Avidian Wealth Enterprises first reported a position in Vistra in Q1 2024 and has held it in 8 quarters since.
  • Avidian Wealth Enterprises's Vistra position peaked at $373K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.