True Wealth Design’s Vistra VST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.13K	Buy	66 +14	+27%	+$2.06K	﹤0.01%	1117
2026 Q2	$8.25K	Buy	52 +16	+44%	+$2.48K	﹤0.01%	1135
2026 Q1	$5.41K	Buy	36 +3	+9%	+$486	﹤0.01%	1182
2025 Q4	$5.32K	Sell	33 -7	-18%	-$1.28K	﹤0.01%	1065
2025 Q3	$7.84K	Buy	40 +4	+11%	+$793	﹤0.01%	924
2025 Q2	$6.98K	Sell	36 -131	-78%	-$19.4K	﹤0.01%	696
2025 Q1	$19.6K	Buy	167 +142	+568%	+$21.2K	0.01%	351
2024 Q4	$3.45K	Hold	25	–	–	﹤0.01%	611
2024 Q3	$2.96K	Sell	25 -7	-22%	-$594	﹤0.01%	689
2024 Q2	$2.75K	Hold	32	–	–	﹤0.01%	330
2024 Q1	$2.23K	Buy	32 +13	+68%	+$643	﹤0.01%	336
2023 Q4	$732	Hold	19	–	–	﹤0.01%	393
2023 Q3	$631	Hold	19	–	–	﹤0.01%	376
2023 Q2	$499	Sell	19 -1	-5%	-$24	﹤0.01%	442
2023 Q1	$480	Hold	20	–	–	﹤0.01%	535
2022 Q4	$464	Buy	+20	New	+$463	﹤0.01%	473

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

True Wealth Design increased its Vistra (VST) stake by 27% in Q3 2026, buying an estimated $2.06K and bringing the position to 66 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

True Wealth Design first reported a position in VST in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.6K in Q1 2025. 182 funds tracked by Wall St. Rank hold VST as of Q3 2026.

True Wealth Design held 66 shares of Vistra worth $9.13K as of Q3 2026.
True Wealth Design bought 14 Vistra shares in Q3 2026, an estimated $2.06K.
Vistra made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1117 holding.
True Wealth Design first reported a position in Vistra in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Vistra position peaked at $19.6K in Q1 2025.
182 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

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