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Summit Wealth Group (Colorado)’s Trex TREX Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-412
Closed -$312K – 463
2025
Q3 		$312K Buy
+412
New +$25.1K 0.05% 188

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

Summit Wealth Group (Colorado)'s TREX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Trex (TREX) in Q4 2025, closing a stake of 412 shares — an estimated $312K sold.

Summit Wealth Group (Colorado) first reported a position in TREX in Q3 2025 and held it in 1 quarter. The position peaked at $312K in Q3 2025. 433 funds tracked by Wall St. Rank hold TREX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Trex position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 412 Trex shares in Q4 2025, an estimated $312K.
  • Summit Wealth Group (Colorado) first reported a position in Trex in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Trex position peaked at $312K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Trex as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.