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Cherry Tree Wealth Management’s Vistra VST Stock Holding History

Cherry Tree Wealth Management’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
2025
Q3 		– Sell
-120
Closed -$23.2K – 606
2025
Q2 		$23.2K Hold
120
– – 0.01% 324
2025
Q1 		$14.1K Sell
120
-93
-44% -$13.9K ﹤0.01% 383
2024
Q4 		$29.4K Buy
213
+203
+2,030% +$28.2K 0.01% 297
2024
Q3 		$1.19K Buy
+10
New +$849 ﹤0.01% 557

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's VST Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of Vistra (VST) in Q3 2025, closing a stake of 120 shares — an estimated $23.2K sold.

Cherry Tree Wealth Management first reported a position in VST in Q3 2024 and held it in 4 quarters. The position peaked at $29.4K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • Cherry Tree Wealth Management reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 120 Vistra shares in Q3 2025, an estimated $23.2K.
  • Cherry Tree Wealth Management first reported a position in Vistra in Q3 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Vistra position peaked at $29.4K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.