Joseph Group Capital Management
VST icon

Joseph Group Capital Management’s Vistra VST Stock Holding History

Joseph Group Capital Management’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 		$11.8K Buy
85
+18
+27% +$2.65K ﹤0.01% 336
2026
Q2 		$10.6K Buy
+67
New +$10.4K ﹤0.01% 330
2026
Q1 		– Sell
-31
Closed -$5K – 390
2025
Q4 		$5K Buy
+31
New +$5.65K ﹤0.01% 275

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Vanguard Portfolio Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Joseph Group Capital Management's VST Position: Q3 2026 in Review

Joseph Group Capital Management increased its Vistra (VST) stake by 27% in Q3 2026, buying an estimated $2.65K and bringing the position to 85 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Joseph Group Capital Management first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,138 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Joseph Group Capital Management held 85 shares of Vistra worth $11.8K as of Q3 2026.
  • Joseph Group Capital Management bought 18 Vistra shares in Q3 2026, an estimated $2.65K.
  • Vistra made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q3 2026, its #336 holding.
  • Joseph Group Capital Management first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • 1,138 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.