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Meriwether Wealth & Planning’s Vistra VST Stock Holding History

Meriwether Wealth & Planning’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 		$53.7K Sell
388
-986
-72% -$145K 0.02% 259
2026
Q2 		$218K Buy
+1,374
New +$213K 0.11% 115
2025
Q4 		– Sell
-1,258
Closed -$246K – 135
2025
Q3 		$246K Buy
1,258
+141
+13% +$27.9K 0.14% 106
2025
Q2 		$216K Buy
+1,117
New +$165K 0.14% 117

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Meriwether Wealth & Planning's VST Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Vistra (VST) stake by 72% in Q3 2026, selling an estimated $145K and leaving 388 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #259.

Meriwether Wealth & Planning first reported a position in VST in Q2 2025 and has held it in 4 quarters since. The position peaked at $246K in Q3 2025. 222 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Meriwether Wealth & Planning held 388 shares of Vistra worth $53.7K as of Q3 2026.
  • Meriwether Wealth & Planning sold 986 Vistra shares in Q3 2026, an estimated $145K.
  • Vistra made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #259 holding.
  • Meriwether Wealth & Planning first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • Meriwether Wealth & Planning's Vistra position peaked at $246K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.