BFP
TREX icon

Briaud Financial Planning’s Trex TREX Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-49
Closed -$2K – 311
2025
Q2 		$2K Hold
49
– – ﹤0.01% 326
2025
Q1 		$2K Hold
49
– – ﹤0.01% 185
2024
Q4 		$3K Hold
49
– – ﹤0.01% 179
2024
Q3 		$3K Hold
49
– – ﹤0.01% 122
2024
Q2 		$3K Hold
49
– – ﹤0.01% 123
2024
Q1 		$5K Buy
+49
New +$4.36K ﹤0.01% 107
2023
Q4 		– Sell
-49
Closed -$3K – 150
2023
Q3 		$3K Buy
+49
New +$3.36K ﹤0.01% 126

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Briaud Financial Planning's TREX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Trex (TREX) in Q3 2025, closing a stake of 49 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in TREX in Q3 2023 and held it in 7 quarters. The position peaked at $5K in Q1 2024. 464 funds tracked by Wall St. Rank hold TREX as of Q3 2025.

  • Briaud Financial Planning reported no remaining Trex position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 49 Trex shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in Trex in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Trex position peaked at $5K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Trex as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.