LJI Wealth Management’s Vistra VST Stock Holding History

LJI Wealth 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
2025 Q4	–	Sell	-1,000	Closed	-$196K	–	200
2025 Q3	$196K	Buy	+1,000	New	+$198K	0.03%	175

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LJI Wealth Management's VST Position: Q4 2025 in Review

LJI Wealth Management sold out of Vistra (VST) in Q4 2025, closing a stake of 1,050 shares — an estimated $206K sold.

LJI Wealth Management first reported a position in VST in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q4 2025.

LJI Wealth Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
LJI Wealth Management sold 1,050 Vistra shares in Q4 2025, an estimated $206K.
LJI Wealth Management first reported a position in Vistra in Q3 2025 and held it in 1 quarter.
LJI Wealth Management's Vistra position peaked at $206K in Q3 2025.
1,337 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on LJI Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.