TWD
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
Q3 		$56.6K Buy
1,299
+50
+4% +$2.28K 0.01% 464
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HI
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

True Wealth Design's TREX Position: Q3 2026 in Review

True Wealth Design increased its Trex (TREX) stake by 4% in Q3 2026, buying an estimated $2.28K and bringing the position to 1,299 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #464.

True Wealth Design first reported a position in TREX in Q1 2025 and has held it in 7 quarters since. The position peaked at $62.5K in Q2 2026. 31 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • True Wealth Design held 1,299 shares of Trex worth $56.6K as of Q3 2026.
  • True Wealth Design bought 50 Trex shares in Q3 2026, an estimated $2.28K.
  • Trex made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #464 holding.
  • True Wealth Design first reported a position in Trex in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Trex position peaked at $62.5K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.