JWM
TREX icon

JPL Wealth Management’s Trex TREX Stock Holding History

JPL 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
Q1 		$838 Buy
+23
New +$925 ﹤0.01% 1259
2025
Q4 		– Sell
-14
Closed -$724 – 1037
2025
Q3 		$724 Buy
+14
New +$853 ﹤0.01% 1036

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JPL Wealth Management's TREX Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Trex (TREX) in Q1 2026: 23 shares worth $838. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TREX as recently as Q3 2025.

JPL Wealth Management first reported a position in TREX in Q3 2025 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • JPL Wealth Management held 23 shares of Trex worth $838 as of Q1 2026.
  • Trex was a new JPL Wealth Management position in Q1 2026.
  • Trex made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1259 holding.
  • JPL Wealth Management first reported a position in Trex in Q3 2025 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.