HHM Wealth Advisors’s Trex TREX Stock Holding History

HHM Wealth Advisors’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	$7.66K	Hold	153	–	–	﹤0.01%	667
2026 Q1	$5.57K	Hold	153	–	–	﹤0.01%	706
2025 Q4	$5.37K	Hold	153	–	–	﹤0.01%	698
2025 Q3	$7.91K	Hold	153	–	–	﹤0.01%	669
2025 Q2	$8.32K	Sell	153 -647	-81%	-$36.7K	﹤0.01%	633
2025 Q1	$46.5K	Hold	800	–	–	0.01%	375
2024 Q4	$55.2K	Hold	800	–	–	0.01%	338
2024 Q3	$53.3K	Hold	800	–	–	0.01%	331
2024 Q2	$59.3K	Hold	800	–	–	0.01%	315
2024 Q1	$79.8K	Hold	800	–	–	0.01%	233
2023 Q4	$66.2K	Hold	800	–	–	0.01%	258
2023 Q3	$49.3K	Hold	800	–	–	0.01%	271
2023 Q2	$52.4K	Hold	800	–	–	0.01%	273
2023 Q1	$38.9K	Hold	800	–	–	0.01%	309
2022 Q4	$33.9K	Hold	800	–	–	0.01%	292
2022 Q3	$35K	Sell	800 -70	-8%	-$3.75K	0.01%	279
2022 Q2	$47K	Hold	870	–	–	0.01%	290
2022 Q1	$57K	Hold	870	–	–	0.01%	290
2021 Q4	$117K	Hold	870	–	–	0.03%	198
2021 Q3	$89K	Hold	870	–	–	0.02%	220
2021 Q2	$89K	Buy	870 +70	+9%	+$7.07K	0.02%	220
2021 Q1	$73K	Hold	800	–	–	0.02%	224
2020 Q4	$67K	Hold	800	–	–	0.02%	227
2020 Q3	$57K	Hold	800	–	–	0.02%	209
2020 Q2	$52K	Hold	800	–	–	0.02%	221
2020 Q1	$32K	Buy	+800	New	+$37.5K	0.02%	248

Other funds holding TREX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSI

Bennett Selby Investments Falmouth, Maine $313M AUM 12.03% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

HHM Wealth Advisors's TREX Position: Q2 2026 in Review

HHM Wealth Advisors held its Trex (TREX) position steady in Q2 2026 at 153 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

HHM Wealth Advisors first reported a position in TREX in Q1 2020 and has held it in 26 quarters since. The position peaked at $117K in Q4 2021. 104 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

HHM Wealth Advisors held 153 shares of Trex worth $7.66K as of Q2 2026.
HHM Wealth Advisors left its Trex share count unchanged in Q2 2026.
Trex made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #667 holding.
HHM Wealth Advisors first reported a position in Trex in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Trex position peaked at $117K in Q4 2021.
104 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.