Twin Peaks Wealth Advisors’s Vistra VST Stock Holding History

Twin Peaks Wealth 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	–	Sell	-203	Closed	-$30.5K	–	2166
2026 Q1	$30.5K	Buy	+203	New	+$32.9K	0.01%	569
2025 Q3	–	Sell	-135	Closed	-$28.3K	–	2093
2025 Q2	$28.3K	Buy	+135	New	+$20K	0.01%	490

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twin Peaks Wealth Advisors's VST Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vistra (VST) in Q2 2026, closing a stake of 203 shares — an estimated $30.5K sold.

Twin Peaks Wealth Advisors first reported a position in VST in Q2 2025 and held it in 2 quarters. The position peaked at $30.5K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 203 Vistra shares in Q2 2026, an estimated $30.5K.
Twin Peaks Wealth Advisors first reported a position in Vistra in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Vistra position peaked at $30.5K in Q1 2026.
1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.