GIM
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Grassi Investment Management’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.76M Buy
14,220
+1,745
+14% +$338K 0.22% 60
2025
Q1
$1.47M Buy
12,475
+9,700
+350% +$1.14M 0.14% 64
2024
Q4
$383K Buy
+2,775
New +$383K 0.03% 103