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HB Wealth Management’s Trex TREX Stock Holding History

HB 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
Q2 		$450K Buy
8,990
+103
+1% +$4.27K ﹤0.01% 1158
2026
Q1 		$324K Buy
8,887
+2,761
+45% +$111K ﹤0.01% 1194
2025
Q4 		$215K Buy
+6,126
New +$248K ﹤0.01% 1302

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HB Wealth Management's TREX Position: Q2 2026 in Review

HB Wealth Management increased its Trex (TREX) stake by 1.2% in Q2 2026, buying an estimated $4.27K and bringing the position to 8,990 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

HB Wealth Management first reported a position in TREX in Q4 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • HB Wealth Management held 8,990 shares of Trex worth $450K as of Q2 2026.
  • HB Wealth Management bought 103 Trex shares in Q2 2026, an estimated $4.27K.
  • Trex made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1158 holding.
  • HB Wealth Management first reported a position in Trex in Q4 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.