GA
TREX icon

GoalVest Advisory’s Trex TREX Stock Holding History

GoalVest Advisory’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 		$4.01K Buy
+92
New +$4.19K ﹤0.01% 595
2024
Q2 		– Sell
-8
Closed -$798 – 401
2024
Q1 		$798 Buy
+8
New +$712 ﹤0.01% 389

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GoalVest Advisory's TREX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Trex (TREX) in Q3 2026: 92 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TREX as recently as Q1 2024.

GoalVest Advisory first reported a position in TREX in Q1 2024 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • GoalVest Advisory held 92 shares of Trex worth $4.01K as of Q3 2026.
  • Trex was a new GoalVest Advisory position in Q3 2026.
  • Trex made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #595 holding.
  • GoalVest Advisory first reported a position in Trex in Q1 2024 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.