CFO
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CVA Family Office’s Trex TREX Stock Holding History

CVA Family Office’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 		$510 Buy
+14
New +$563 ﹤0.01% 1753
2025
Q4 		– Sell
-23
Closed -$1.19K – 1370
2025
Q3 		$1.19K Hold
23
– – ﹤0.01% 1102
2025
Q2 		$1.25K Buy
23
+15
+188% +$850 ﹤0.01% 1055
2025
Q1 		$465 Sell
8
-23
-74% -$1.49K ﹤0.01% 1315
2024
Q4 		$2.14K Sell
31
-15
-33% -$1.06K ﹤0.01% 980
2024
Q3 		$3.06K Hold
46
– – ﹤0.01% 922
2024
Q2 		$3.41K Buy
+46
New +$4.02K ﹤0.01% 881
2022
Q4 		– Sell
-5
Closed – – 1005
2022
Q3 		$0 Hold
5
– – ﹤0.01% 937
2022
Q2 		$0 Buy
+5
New +$302 ﹤0.01% 992
2021
Q3 		– Sell
-30
Closed -$3K – 836
2021
Q2 		$3K Buy
+30
New +$3.03K ﹤0.01% 852

Other funds holding TREX

BlackRock
BlackRock New York $5.7T 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