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Fourth Dimension Wealth’s Trex TREX Stock Holding History

Fourth Dimension Wealth’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 		$3.21K Hold
88
– – ﹤0.01% 502
2025
Q4 		$3.09K Hold
88
– – ﹤0.01% 517
2025
Q3 		$4.55K Hold
88
– – ﹤0.01% 493
2025
Q2 		$4.79K Hold
88
– – ﹤0.01% 492
2025
Q1 		$5.11K Hold
88
– – ﹤0.01% 492
2024
Q4 		$6.08K Buy
+88
New +$6.2K ﹤0.01% 487

Other funds holding TREX

BlackRock
BlackRock New York $5.72T 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

Fourth Dimension Wealth's TREX Position: Q1 2026 in Review

Fourth Dimension Wealth held its Trex (TREX) position steady in Q1 2026 at 88 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Fourth Dimension Wealth first reported a position in TREX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.08K in Q4 2024. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Fourth Dimension Wealth held 88 shares of Trex worth $3.21K as of Q1 2026.
  • Fourth Dimension Wealth left its Trex share count unchanged in Q1 2026.
  • Trex made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #502 holding.
  • Fourth Dimension Wealth first reported a position in Trex in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Trex position peaked at $6.08K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.