PWA
TREX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principia Wealth Advisory's TREX Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Trex (TREX) in Q4 2025: 34 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in TREX as recently as Q1 2025.

Principia Wealth Advisory first reported a position in TREX in Q1 2025 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold TREX as of Q4 2025.

  • Principia Wealth Advisory held 34 shares of Trex worth $1.19K as of Q4 2025.
  • Trex was a new Principia Wealth Advisory position in Q4 2025.
  • Trex made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #617 holding.
  • Principia Wealth Advisory first reported a position in Trex in Q1 2025 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Trex as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.