GI
VST icon

Gradient Investments’s Vistra VST Stock Holding History

Gradient Investments’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 		$1.9M Sell
13,713
-216
-2% -$31.8K 0.03% 266
2026
Q2 		$2.21M Buy
13,929
+3,617
+35% +$561K 0.03% 258
2026
Q1 		$1.55M Buy
+10,312
New +$1.67M 0.02% 277
2024
Q1 		– Sell
-25
Closed -$963 – 1834
2023
Q4 		$963 Buy
+25
New +$870 ﹤0.01% 1437

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Gradient Investments's VST Position: Q3 2026 in Review

Gradient Investments reduced its Vistra (VST) stake by 1.6% in Q3 2026, selling an estimated $31.8K and leaving 13,713 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #266.

Gradient Investments first reported a position in VST in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.21M in Q2 2026. 47 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Gradient Investments held 13,713 shares of Vistra worth $1.9M as of Q3 2026.
  • Gradient Investments sold 216 Vistra shares in Q3 2026, an estimated $31.8K.
  • Vistra made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #266 holding.
  • Gradient Investments first reported a position in Vistra in Q4 2023 and has held it in 4 quarters since.
  • Gradient Investments's Vistra position peaked at $2.21M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.