Pinnacle Wealth Planning Services
TREX icon

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
Q3 		$2.09K Buy
48
+3
+7% +$137 ﹤0.01% 2482
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

Wasatch Advisors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's TREX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Trex (TREX) stake by 6.7% in Q3 2026, buying an estimated $137 and bringing the position to 48 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Pinnacle Wealth Planning Services first reported a position in TREX in Q4 2020 and has held it in 5 quarters since. The position peaked at $26K in Q4 2020. 185 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 48 shares of Trex worth $2.09K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 3 Trex shares in Q3 2026, an estimated $137.
  • Trex made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2482 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trex in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Trex position peaked at $26K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.