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Gen-Wealth Partners’s Vista Energy VIST Stock Holding History

Gen-Wealth Partners’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,525
Closed -$77.3K – 683
2024
Q3 		$77.3K Buy
+1,525
New +$71.6K 0.03% 326

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gen-Wealth Partners's VIST Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Vista Energy (VIST) in Q4 2024, closing a stake of 1,525 shares — an estimated $77.3K sold.

Gen-Wealth Partners first reported a position in VIST in Q3 2024 and held it in 1 quarter. The position peaked at $77.3K in Q3 2024. 182 funds tracked by Wall St. Rank hold VIST as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Vista Energy position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,525 Vista Energy shares in Q4 2024, an estimated $77.3K.
  • Gen-Wealth Partners first reported a position in Vista Energy in Q3 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vista Energy position peaked at $77.3K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Vista Energy as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.