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HB Wealth Management, LLC → TREX

HB Wealth Management, LLC TREX Position History

Trex Company, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$540K
Q3 2026
Peak value
$540K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$215K
Q1 2026$324K
Q2 2026$450K
Q3 2026$540K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$540K12.4K——
Q2 2026$450K9.0K——
Q1 2026$324K8.9K——
Q4 2025$215K6.1K——

Other funds holding TREX

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B