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GeoWealth Management’s Vistra VST Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-1,656
Closed -$267K – 905
2025
Q4 		$267K Sell
1,656
-501
-23% -$91.3K 0.01% 594
2025
Q3 		$422K Sell
2,157
-99
-4% -$19.6K 0.02% 480
2025
Q2 		$437K Buy
2,256
+397
+21% +$58.7K 0.02% 432
2025
Q1 		$218K Sell
1,859
-627
-25% -$93.7K 0.01% 638
2024
Q4 		$343K Buy
2,486
+240
+11% +$33.3K 0.01% 587
2024
Q3 		$266K Buy
2,246
+282
+14% +$23.9K 0.01% 634
2024
Q2 		$169K Buy
+1,964
New +$164K 0.01% 719

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's VST Position: Q1 2026 in Review

GeoWealth Management sold out of Vistra (VST) in Q1 2026, closing a stake of 1,656 shares — an estimated $267K sold.

GeoWealth Management first reported a position in VST in Q2 2024 and held it in 7 quarters. The position peaked at $437K in Q2 2025. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • GeoWealth Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 1,656 Vistra shares in Q1 2026, an estimated $267K.
  • GeoWealth Management first reported a position in Vistra in Q2 2024 and held it in 7 quarters.
  • GeoWealth Management's Vistra position peaked at $437K in Q2 2025.
  • 1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.