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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's TREX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Trex (TREX) stake by 4.3% in Q1 2026, selling an estimated $80 and leaving 45 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Pinnacle Wealth Planning Services first reported a position in TREX in Q4 2020 and has held it in 3 quarters since. The position peaked at $26K in Q4 2020. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 45 shares of Trex worth $1.64K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2 Trex shares in Q1 2026, an estimated $80.
  • Trex made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2481 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trex in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Trex position peaked at $26K in Q4 2020.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.