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Vista Investment Partners II’s TRX Gold Corp TRX Stock Holding History

Vista Investment Partners II’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,823
Closed -$23.7K – 177
2026
Q1 		$23.7K Buy
+15,823
New +$23.3K 0.01% 157

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SI
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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $201M AUM 12.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SA
SPWM Advisors Traverse City, Michigan $108M AUM
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

Vista Investment Partners II's TRX Position: Q2 2026 in Review

Vista Investment Partners II sold out of TRX Gold Corp (TRX) in Q2 2026, closing a stake of 15,823 shares — an estimated $23.7K sold.

Vista Investment Partners II first reported a position in TRX in Q1 2026 and held it in 1 quarter. The position peaked at $23.7K in Q1 2026. 21 funds tracked by Wall St. Rank hold TRX as of Q2 2026.

  • Vista Investment Partners II reported no remaining TRX Gold Corp position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 15,823 TRX Gold Corp shares in Q2 2026, an estimated $23.7K.
  • Vista Investment Partners II first reported a position in TRX Gold Corp in Q1 2026 and held it in 1 quarter.
  • Vista Investment Partners II's TRX Gold Corp position peaked at $23.7K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held TRX Gold Corp as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.