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Semus Wealth Partners’s Vistra VST Stock Holding History

Semus Wealth Partners’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,249
Closed -$202K – 120
2025
Q4 		$202K Hold
1,249
– – 0.11% 106
2025
Q3 		$245K Sell
1,249
-1
-0.1% -$198 0.14% 95
2025
Q2 		$242K Buy
+1,250
New +$185K 0.16% 99
2025
Q1 		– Sell
-2,267
Closed -$313K – 123
2024
Q4 		$313K Buy
+2,267
New +$315K 0.21% 78

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Semus Wealth Partners's VST Position: Q1 2026 in Review

Semus Wealth Partners sold out of Vistra (VST) in Q1 2026, closing a stake of 1,249 shares — an estimated $202K sold.

Semus Wealth Partners first reported a position in VST in Q4 2024 and held it in 4 quarters. The position peaked at $313K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Semus Wealth Partners reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Semus Wealth Partners sold 1,249 Vistra shares in Q1 2026, an estimated $202K.
  • Semus Wealth Partners first reported a position in Vistra in Q4 2024 and held it in 4 quarters.
  • Semus Wealth Partners's Vistra position peaked at $313K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.