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TrueWealth Advisors’s Vistra VST Stock Holding History

TrueWealth Advisors’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
Q2 		$686K Buy
4,327
+46
+1% +$7.14K 0.15% 122
2026
Q1 		$644K Buy
4,281
+64
+2% +$10.4K 0.16% 117
2025
Q4 		$680K Buy
4,217
+403
+11% +$73.4K 0.18% 105
2025
Q3 		$747K Sell
3,814
-103
-3% -$20.4K 0.2% 97
2025
Q2 		$759K Buy
3,917
+103
+3% +$15.2K 0.22% 79
2025
Q1 		$448K Buy
3,814
+279
+8% +$41.7K 0.15% 121
2024
Q4 		$487K Buy
+3,535
New +$491K 0.16% 116

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TrueWealth Advisors's VST Position: Q2 2026 in Review

TrueWealth Advisors increased its Vistra (VST) stake by 1.1% in Q2 2026, buying an estimated $7.14K and bringing the position to 4,327 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #122.

TrueWealth Advisors first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $759K in Q2 2025. 204 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • TrueWealth Advisors held 4,327 shares of Vistra worth $686K as of Q2 2026.
  • TrueWealth Advisors bought 46 Vistra shares in Q2 2026, an estimated $7.14K.
  • Vistra made up 0.15% of TrueWealth Advisors's portfolio in Q2 2026, its #122 holding.
  • TrueWealth Advisors first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • TrueWealth Advisors's Vistra position peaked at $759K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.