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Caerus Investment Advisors’s Trex TREX Stock Holding History

Caerus Investment Advisors’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
Q1 		$205K Sell
5,625
-5,639
-50% -$227K 0.09% 245
2025
Q4 		$395K Buy
11,264
+6,199
+122% +$251K 0.13% 177
2025
Q3 		$262K Buy
+5,065
New +$308K 0.11% 213

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Caerus Investment Advisors's TREX Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Trex (TREX) stake by 50% in Q1 2026, selling an estimated $227K and leaving 5,625 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #245.

Caerus Investment Advisors first reported a position in TREX in Q3 2025 and has held it in 3 quarters since. The position peaked at $395K in Q4 2025. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Caerus Investment Advisors held 5,625 shares of Trex worth $205K as of Q1 2026.
  • Caerus Investment Advisors sold 5,639 Trex shares in Q1 2026, an estimated $227K.
  • Trex made up 0.09% of Caerus Investment Advisors's portfolio in Q1 2026, its #245 holding.
  • Caerus Investment Advisors first reported a position in Trex in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Trex position peaked at $395K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.