Wealth Effects’s Vistra VST Stock Holding History

Wealth Effects’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	$869K	Hold	5,782	–	–	0.31%	69
2025 Q4	$933K	Hold	5,782	–	–	0.29%	61
2025 Q3	$1.13M	Buy	5,782 +65	+1%	+$12.9K	0.36%	53
2025 Q2	$1.11M	Buy	5,717 +81	+1%	+$12K	0.41%	51
2025 Q1	$662K	Buy	5,636 +601	+12%	+$89.8K	0.28%	73
2024 Q4	$694K	Buy	5,035 +1,335	+36%	+$185K	0.25%	77
2024 Q3	$439K	Buy	+3,700	New	+$314K	0.15%	118

Other funds holding VST

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Effects's VST Position: Q1 2026 in Review

Wealth Effects held its Vistra (VST) position steady in Q1 2026 at 5,782 shares worth $869K. The position accounts for 0.31% of the portfolio, ranked #69.

Wealth Effects first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Wealth Effects held 5,782 shares of Vistra worth $869K as of Q1 2026.
Wealth Effects left its Vistra share count unchanged in Q1 2026.
Vistra made up 0.31% of Wealth Effects's portfolio in Q1 2026, its #69 holding.
Wealth Effects first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
Wealth Effects's Vistra position peaked at $1.13M in Q3 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.