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TREX icon

True Wealth Design’s Trex TREX Stock Holding History

True Wealth Design’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 		$62.5K Buy
1,249
+136
+12% +$5.64K 0.01% 409
2026
Q1 		$40.5K Buy
1,113
+986
+776% +$39.7K 0.01% 464
2025
Q4 		$4.46K Sell
127
-190
-60% -$7.68K ﹤0.01% 1134
2025
Q3 		$16.4K Buy
317
+307
+3,070% +$18.7K 0.01% 679
2025
Q2 		$544 Buy
10
+5
+100% +$283 ﹤0.01% 1707
2025
Q1 		$291 Buy
+5
New +$325 ﹤0.01% 1792

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

True Wealth Design's TREX Position: Q2 2026 in Review

True Wealth Design increased its Trex (TREX) stake by 12% in Q2 2026, buying an estimated $5.64K and bringing the position to 1,249 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #409.

True Wealth Design first reported a position in TREX in Q1 2025 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • True Wealth Design held 1,249 shares of Trex worth $62.5K as of Q2 2026.
  • True Wealth Design bought 136 Trex shares in Q2 2026, an estimated $5.64K.
  • Trex made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #409 holding.
  • True Wealth Design first reported a position in Trex in Q1 2025 and has held it in 6 quarters since.
  • 470 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.