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Elevation Wealth Partners’s Trex TREX Stock Holding History

Elevation Wealth Partners’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
Q3 		$53.3K Buy
1,224
+875
+251% +$39.9K 0.02% 376
2026
Q2 		$17.5K Buy
349
+116
+50% +$4.81K 0.01% 634
2026
Q1 		$8.49K Buy
+233
New +$9.37K ﹤0.01% 557

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HI
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Elevation Wealth Partners's TREX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Trex (TREX) stake by 251% in Q3 2026, buying an estimated $39.9K and bringing the position to 1,224 shares worth $53.3K. The position accounts for 0.02% of the portfolio, ranked #376.

Elevation Wealth Partners first reported a position in TREX in Q1 2026 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Elevation Wealth Partners held 1,224 shares of Trex worth $53.3K as of Q3 2026.
  • Elevation Wealth Partners bought 875 Trex shares in Q3 2026, an estimated $39.9K.
  • Trex made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #376 holding.
  • Elevation Wealth Partners first reported a position in Trex in Q1 2026 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.