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Global Retirement Partners’s Vista Energy VIST Stock Holding History

Global Retirement 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
2025
Q3 		– Sell
-87
Closed -$4.16K – 4033
2025
Q2 		$4.16K Buy
+87
New +$4.12K ﹤0.01% 2980

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Capital World Investors
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Global Retirement Partners's VIST Position: Q3 2025 in Review

Global Retirement Partners sold out of Vista Energy (VIST) in Q3 2025, closing a stake of 87 shares — an estimated $4.16K sold.

Global Retirement Partners first reported a position in VIST in Q2 2025 and held it in 1 quarter. The position peaked at $4.16K in Q2 2025. 141 funds tracked by Wall St. Rank hold VIST as of Q3 2025.

  • Global Retirement Partners reported no remaining Vista Energy position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 87 Vista Energy shares in Q3 2025, an estimated $4.16K.
  • Global Retirement Partners first reported a position in Vista Energy in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's Vista Energy position peaked at $4.16K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Vista Energy as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.