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Pinnacle Wealth Planning Services’s Trex TREX Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.25K Hold
45
– – ﹤0.01% 2454
2026
Q1 		$1.64K Sell
45
-2
-4% -$80 ﹤0.01% 2481
2025
Q4 		$1.65K Buy
+47
New +$1.9K ﹤0.01% 2520
2021
Q1 		– Sell
-310
Closed -$26K – 1802
2020
Q4 		$26K Buy
+310
New +$23.7K 0.01% 1062

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

Pinnacle Wealth Planning Services's TREX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Trex (TREX) position steady in Q2 2026 at 45 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Pinnacle Wealth Planning Services first reported a position in TREX in Q4 2020 and has held it in 4 quarters since. The position peaked at $26K in Q4 2020. 471 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 45 shares of Trex worth $2.25K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Trex share count unchanged in Q2 2026.
  • Trex made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2454 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trex in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trex position peaked at $26K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.