Physician Wealth Advisors’s Vistra VST Stock Holding History

Physician Wealth Advisors’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	$34.3K	Buy	248 +75	+43%	+$11K	﹤0.01%	556
2026 Q2	$27.4K	Sell	173 -129	-43%	-$20K	﹤0.01%	575
2026 Q1	$45.4K	Buy	302 +96	+47%	+$15.5K	0.01%	421
2025 Q4	$33.2K	Buy	206 +8	+4%	+$1.46K	﹤0.01%	472
2025 Q3	$38.8K	Buy	198 +27	+16%	+$5.35K	0.01%	420
2025 Q2	$33.1K	Buy	171 +39	+30%	+$5.77K	0.01%	421
2025 Q1	$15.5K	Buy	132 +124	+1,550%	+$18.5K	﹤0.01%	532
2024 Q4	$1.1K	Buy	+8	New	+$1.11K	﹤0.01%	924

Other funds holding VST

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Physician Wealth Advisors's VST Position: Q3 2026 in Review

Physician Wealth Advisors increased its Vistra (VST) stake by 43% in Q3 2026, buying an estimated $11K and bringing the position to 248 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Physician Wealth Advisors first reported a position in VST in Q4 2024 and has held it in 8 quarters since. The position peaked at $45.4K in Q1 2026. 309 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Physician Wealth Advisors held 248 shares of Vistra worth $34.3K as of Q3 2026.
Physician Wealth Advisors bought 75 Vistra shares in Q3 2026, an estimated $11K.
Vistra made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #556 holding.
Physician Wealth Advisors first reported a position in Vistra in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Vistra position peaked at $45.4K in Q1 2026.
309 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.