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Mascoma Wealth Management’s Trex TREX Stock Holding History

Mascoma 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 		$450 Buy
+9
New +$373 ﹤0.01% 562
2017
Q3 		– Sell
-2,400
Closed -$41K – 415
2017
Q2 		$41K Hold
2,400
– – 0.03% 171
2017
Q1 		$42K Buy
+2,400
New +$41.4K 0.03% 154

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Mascoma Wealth Management opened a new position in Trex (TREX) in Q2 2026: 9 shares worth $450. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in TREX as recently as Q2 2017.

Mascoma Wealth Management first reported a position in TREX in Q1 2017 and has held it in 3 quarters since. The position peaked at $42K in Q1 2017. 471 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Mascoma Wealth Management held 9 shares of Trex worth $450 as of Q2 2026.
  • Trex was a new Mascoma Wealth Management position in Q2 2026.
  • Trex made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Mascoma Wealth Management first reported a position in Trex in Q1 2017 and has held it in 3 quarters since.
  • Mascoma Wealth Management's Trex position peaked at $42K in Q1 2017.
  • 471 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.