Evoke Wealth’s Vistra VST Stock Holding History

Evoke Wealth’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
2026 Q2	–	Sell	-1,847	Closed	-$278K	–	652
2026 Q1	$278K	Buy	+1,847	New	+$299K	0.01%	562
2025 Q4	–	Sell	-2,795	Closed	-$548K	–	735
2025 Q3	$548K	Buy	+2,795	New	+$554K	0.01%	340

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evoke Wealth's VST Position: Q2 2026 in Review

Evoke Wealth sold out of Vistra (VST) in Q2 2026, closing a stake of 1,847 shares — an estimated $278K sold.

Evoke Wealth first reported a position in VST in Q3 2025 and held it in 2 quarters. The position peaked at $548K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Evoke Wealth reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,847 Vistra shares in Q2 2026, an estimated $278K.
Evoke Wealth first reported a position in Vistra in Q3 2025 and held it in 2 quarters.
Evoke Wealth's Vistra position peaked at $548K in Q3 2025.
1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.