True Wealth Design’s Vista Energy VIST Stock Holding History

True Wealth Design’s Portfolio VIST Stock Details VIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$850	Buy	13 +4	+44%	+$275	﹤0.01%	1979
2026 Q2	$575	Buy	+9	New	+$634	﹤0.01%	2160
2025 Q4	–	Sell	-5	Closed	-$172	–	2832
2025 Q3	$172	Sell	5 -4	-44%	-$165	﹤0.01%	2340
2025 Q2	$431	Hold	9	–	–	﹤0.01%	1805
2025 Q1	$420	Hold	9	–	–	﹤0.01%	1617
2024 Q4	$487	Buy	9 +5	+125%	+$258	﹤0.01%	1097
2024 Q3	$177	Buy	+4	New	+$188	﹤0.01%	1202

Other funds holding VIST

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

True Wealth Design increased its Vista Energy (VIST) stake by 44% in Q3 2026, buying an estimated $275 and bringing the position to 13 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

True Wealth Design first reported a position in VIST in Q3 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold VIST as of Q3 2026.

True Wealth Design held 13 shares of Vista Energy worth $850 as of Q3 2026.
True Wealth Design bought 4 Vista Energy shares in Q3 2026, an estimated $275.
Vista Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1979 holding.
True Wealth Design first reported a position in Vista Energy in Q3 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Vista Energy as of Q3 2026.

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