VWA
TREX icon

Valued Wealth Advisors’s Trex TREX Stock Holding History

Valued Wealth Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$851 Buy
17
+15
+750% +$622 ﹤0.01% 796
2026
Q1 		$73 Hold
2
– – ﹤0.01% 738
2025
Q4 		$71 Sell
2
-2
-50% -$81 ﹤0.01% 627
2025
Q3 		$207 Hold
4
– – ﹤0.01% 571
2025
Q2 		$218 Hold
4
– – ﹤0.01% 571
2025
Q1 		$233 Hold
4
– – ﹤0.01% 600
2024
Q4 		$277 Hold
4
– – ﹤0.01% 591
2024
Q3 		$267 Sell
4
-1
-20% -$70 ﹤0.01% 582
2024
Q2 		$371 Buy
5
+2
+67% +$175 ﹤0.01% 523
2024
Q1 		$300 Buy
+3
New +$267 ﹤0.01% 527

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSI
Bennett Selby Investments Falmouth, Maine $313M AUM 12.03% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Valued Wealth Advisors's TREX Position: Q2 2026 in Review

Valued Wealth Advisors increased its Trex (TREX) stake by 750% in Q2 2026, buying an estimated $622 and bringing the position to 17 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Valued Wealth Advisors first reported a position in TREX in Q1 2024 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of Trex worth $851 as of Q2 2026.
  • Valued Wealth Advisors bought 15 Trex shares in Q2 2026, an estimated $622.
  • Trex made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #796 holding.
  • Valued Wealth Advisors first reported a position in Trex in Q1 2024 and has held it in 10 quarters since.
  • 88 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.