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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 		$13.8K Buy
+100
New +$14.7K ﹤0.01% 850

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.