Planning Strategies Inc.’s Trex TREX Stock Holding History

Planning Strategies Inc.’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	$1.5K	Buy	+30	New	+$1.24K	﹤0.01%	660

Other funds holding TREX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

BSI

Bennett Selby Investments Falmouth, Maine $313M AUM 12.03% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s TREX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Trex (TREX) in Q2 2026: 30 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

129 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

Planning Strategies Inc. held 30 shares of Trex worth $1.5K as of Q2 2026.
Trex was a new Planning Strategies Inc. position in Q2 2026.
Trex made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #660 holding.
129 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.