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Wealthspire Advisors (New York)’s Trex TREX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-140
Closed -$7.23K – 2743
2025
Q3 		$7.23K Buy
+140
New +$8.53K ﹤0.01% 2182

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s TREX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Trex (TREX) in Q4 2025, closing a stake of 140 shares — an estimated $7.23K sold.

Wealthspire Advisors (New York) first reported a position in TREX in Q3 2025 and held it in 1 quarter. The position peaked at $7.23K in Q3 2025. 433 funds tracked by Wall St. Rank hold TREX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Trex position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 140 Trex shares in Q4 2025, an estimated $7.23K.
  • Wealthspire Advisors (New York) first reported a position in Trex in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Trex position peaked at $7.23K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Trex as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.