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Principia Wealth Advisory’s Trex TREX Stock Holding History

Principia Wealth Advisory’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 		$1.6K Hold
32
– – ﹤0.01% 651
2026
Q1 		$1.17K Sell
32
-2
-6% -$80 ﹤0.01% 666
2025
Q4 		$1.19K Buy
+34
New +$1.38K ﹤0.01% 617
2025
Q2 		– Sell
-7
Closed -$401 – 1009
2025
Q1 		$401 Buy
+7
New +$455 ﹤0.01% 631

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

Principia Wealth Advisory's TREX Position: Q2 2026 in Review

Principia Wealth Advisory held its Trex (TREX) position steady in Q2 2026 at 32 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Principia Wealth Advisory first reported a position in TREX in Q1 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Principia Wealth Advisory held 32 shares of Trex worth $1.6K as of Q2 2026.
  • Principia Wealth Advisory left its Trex share count unchanged in Q2 2026.
  • Trex made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #651 holding.
  • Principia Wealth Advisory first reported a position in Trex in Q1 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.