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Golden State Wealth Management’s Trex TREX Stock Holding History

Golden State Wealth Management’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
Q1 		– Sell
-50
Closed -$1.75K – 1725
2025
Q4 		$1.75K Buy
50
+20
+67% +$809 ﹤0.01% 1411
2025
Q3 		$1.55K Buy
+30
New +$1.83K ﹤0.01% 1430
2022
Q1 		$586K Buy
8,965
+1,380
+18% +$123K 0.11% 161
2021
Q4 		$1.02M Buy
7,585
+87
+1% +$10.4K 0.18% 125
2021
Q3 		$764K Buy
7,498
+512
+7% +$53.5K 0.17% 123
2021
Q2 		$714K Buy
+6,986
New +$705K 0.16% 124

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Golden State Wealth Management's TREX Position: Q1 2026 in Review

Golden State Wealth Management sold out of Trex (TREX) in Q1 2026, closing a stake of 50 shares — an estimated $1.75K sold.

Golden State Wealth Management first reported a position in TREX in Q2 2021 and held it in 6 quarters. The position peaked at $1.02M in Q4 2021. 426 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Golden State Wealth Management reported no remaining Trex position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 50 Trex shares in Q1 2026, an estimated $1.75K.
  • Golden State Wealth Management first reported a position in Trex in Q2 2021 and held it in 6 quarters.
  • Golden State Wealth Management's Trex position peaked at $1.02M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.