VWA
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Visionary Wealth Advisors’s Vistra VST Stock Holding History

Visionary 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
Q1 		$485K Buy
3,227
+10
+0.3% +$1.62K 0.02% 403
2025
Q4 		$519K Sell
3,217
-1,959
-38% -$357K 0.02% 379
2025
Q3 		$1.01M Buy
5,176
+2,187
+73% +$433K 0.05% 269
2025
Q2 		$579K Buy
2,989
+523
+21% +$77.4K 0.03% 334
2025
Q1 		$290K Sell
2,466
-45
-2% -$6.72K 0.02% 452
2024
Q4 		$346K Buy
2,511
+172
+7% +$23.9K 0.02% 414
2024
Q3 		$277K Buy
+2,339
New +$199K 0.02% 448

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Visionary Wealth Advisors's VST Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vistra (VST) stake by 0.31% in Q1 2026, buying an estimated $1.62K and bringing the position to 3,227 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #403.

Visionary Wealth Advisors first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Visionary Wealth Advisors held 3,227 shares of Vistra worth $485K as of Q1 2026.
  • Visionary Wealth Advisors bought 10 Vistra shares in Q1 2026, an estimated $1.62K.
  • Vistra made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #403 holding.
  • Visionary Wealth Advisors first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • Visionary Wealth Advisors's Vistra position peaked at $1.01M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.