GoalVest Advisory
VST icon

GoalVest Advisory’s Vistra VST Stock Holding History

GoalVest Advisory’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
Q3 		$9.8K Sell
71
-4
-5% -$588 ﹤0.01% 450
2026
Q2 		$11.9K Buy
75
+4
+6% +$621 ﹤0.01% 341
2026
Q1 		$10.7K Buy
71
+44
+163% +$7.12K ﹤0.01% 368
2025
Q4 		$4.36K Hold
27
– – ﹤0.01% 482
2025
Q3 		$5.29K Hold
27
– – ﹤0.01% 361
2025
Q2 		$5.23K Hold
27
– – ﹤0.01% 326
2025
Q1 		$3.17K Buy
+27
New +$4.03K ﹤0.01% 302

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

GoalVest Advisory's VST Position: Q3 2026 in Review

GoalVest Advisory reduced its Vistra (VST) stake by 5.3% in Q3 2026, selling an estimated $588 and leaving 71 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

GoalVest Advisory first reported a position in VST in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.9K in Q2 2026. 280 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • GoalVest Advisory held 71 shares of Vistra worth $9.8K as of Q3 2026.
  • GoalVest Advisory sold 4 Vistra shares in Q3 2026, an estimated $588.
  • Vistra made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #450 holding.
  • GoalVest Advisory first reported a position in Vistra in Q1 2025 and has held it in 7 quarters since.
  • GoalVest Advisory's Vistra position peaked at $11.9K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

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