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Valeo Financial Advisors’s Vistra VST Stock Holding History

Valeo Financial 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
Q3 		$535K Buy
3,868
+49
+1% +$7.21K 0.01% 442
2026
Q2 		$606K Buy
3,819
+535
+16% +$83K 0.01% 402
2026
Q1 		$494K Sell
3,284
-2,526
-43% -$409K 0.01% 417
2025
Q4 		$937K Sell
5,810
-1,339
-19% -$244K 0.02% 314
2025
Q3 		$1.4M Sell
7,149
-817
-10% -$162K 0.03% 225
2025
Q2 		$1.54M Buy
7,966
+1,619
+26% +$240K 0.04% 204
2025
Q1 		$745K Buy
6,347
+497
+8% +$74.3K 0.02% 321
2024
Q4 		$807K Buy
5,850
+291
+5% +$40.4K 0.02% 313
2024
Q3 		$659K Buy
5,559
+2,709
+95% +$230K 0.02% 347
2024
Q2 		$245K Buy
+2,850
New +$239K 0.01% 554
2021
Q2 		– Sell
-237
Closed -$4K – 1803
2021
Q1 		$4K Buy
+237
New +$4.71K ﹤0.01% 1652
2020
Q3 		– Sell
-146
Closed -$3K – 2159
2020
Q2 		$3K Hold
146
– – ﹤0.01% 1698
2020
Q1 		$3K Hold
146
– – ﹤0.01% 1457
2019
Q4 		$3K Buy
+146
New +$3.77K ﹤0.01% 1416

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's VST Position: Q3 2026 in Review

Valeo Financial Advisors increased its Vistra (VST) stake by 1.3% in Q3 2026, buying an estimated $7.21K and bringing the position to 3,868 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #442.

Valeo Financial Advisors first reported a position in VST in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.54M in Q2 2025. 47 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Valeo Financial Advisors held 3,868 shares of Vistra worth $535K as of Q3 2026.
  • Valeo Financial Advisors bought 49 Vistra shares in Q3 2026, an estimated $7.21K.
  • Vistra made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #442 holding.
  • Valeo Financial Advisors first reported a position in Vistra in Q4 2019 and has held it in 14 quarters since.
  • Valeo Financial Advisors's Vistra position peaked at $1.54M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.