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 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)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return