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Fiduciary Planning’s Trex TREX Stock Holding History

Fiduciary Planning’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 		$279K Hold
6,400
– – 0.07% 63
2026
Q2 		$320K Hold
6,400
– – 0.08% 60
2026
Q1 		$233K Hold
6,400
– – 0.07% 67
2025
Q4 		$225K Hold
6,400
– – 0.07% 67
2025
Q3 		$331K Hold
6,400
– – 0.1% 60
2025
Q2 		$348K Hold
6,400
– – 0.12% 59
2025
Q1 		$372K Hold
6,400
– – 0.12% 58
2024
Q4 		$442K Sell
6,400
-30
-0.5% -$2.11K 0.14% 54
2024
Q3 		$428K Hold
6,430
– – 0.15% 47
2024
Q2 		$477K Hold
6,430
– – 0.17% 47
2024
Q1 		$641K Hold
6,430
– – 0.24% 38
2023
Q4 		$532K Hold
6,430
– – 0.23% 38
2023
Q3 		$396K Buy
+6,430
New +$441K 0.19% 51

Other funds holding TREX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fiduciary Planning's TREX Position: Q3 2026 in Review

Fiduciary Planning held its Trex (TREX) position steady in Q3 2026 at 6,400 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #63.

Fiduciary Planning first reported a position in TREX in Q3 2023 and has held it in 13 quarters since. The position peaked at $641K in Q1 2024. 379 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Fiduciary Planning held 6,400 shares of Trex worth $279K as of Q3 2026.
  • Fiduciary Planning left its Trex share count unchanged in Q3 2026.
  • Trex made up 0.07% of Fiduciary Planning's portfolio in Q3 2026, its #63 holding.
  • Fiduciary Planning first reported a position in Trex in Q3 2023 and has held it in 13 quarters since.
  • Fiduciary Planning's Trex position peaked at $641K in Q1 2024.
  • 379 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.