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Creative Planning TREX Position History
Trex Company, Inc. • Consumer Cyclical
Quarters held
10
Latest value
$12.2M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $2M |
| Q4 2025 | $2.3M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $6.3M |
| Q2 2026 | $2.2M |
| Q2 2026 | $11.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 280.4K | — | — |
| Q3 2026 | $1.9M | 44.2K | — | — |
| Q2 2026 | $11.2M | 224.4K | — | — |
| Q2 2026 | $2.2M | 43.8K | — | — |
| Q1 2026 | $6.3M | 173.1K | — | — |
| Q1 2026 | $1.6M | 44.1K | — | — |
| Q4 2025 | $1.5M | 42.8K | — | — |
| Q4 2025 | $2.3M | 64.7K | — | — |
| Q3 2025 | $2M | 39.5K | — | — |
| Q3 2025 | $2.2M | 42.2K | — | — |
Other funds holding TREX
$638.7M
$578.6M
$537.5M
$521.1M
$488.6M
$474.3M
$381.4M
$325.9M