Goodman Advisory Group
VST icon

Goodman Advisory Group’s Vistra VST Stock Holding History

Goodman Advisory Group’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 		$187K Buy
+1,355
New +$199K 0.04% 68
2024
Q4 		– Sell
-41
Closed -$4.86K – 181
2024
Q3 		$4.86K Buy
+41
New +$3.48K ﹤0.01% 173
2024
Q2 		– Sell
-20
Closed -$1.39K – 210
2024
Q1 		$1.39K Buy
+20
New +$989 ﹤0.01% 158

Other funds holding VST

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Goodman Advisory Group's VST Position: Q3 2026 in Review

Goodman Advisory Group opened a new position in Vistra (VST) in Q3 2026: 1,355 shares worth $187K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in VST as recently as Q3 2024.

Goodman Advisory Group first reported a position in VST in Q1 2024 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Goodman Advisory Group held 1,355 shares of Vistra worth $187K as of Q3 2026.
  • Vistra was a new Goodman Advisory Group position in Q3 2026.
  • Vistra made up 0.04% of Goodman Advisory Group's portfolio in Q3 2026, its #68 holding.
  • Goodman Advisory Group first reported a position in Vistra in Q1 2024 and has held it in 3 quarters since.
  • 925 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.