Position in TREX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,927,538
+$2,615,779 QoQ
Shares Held
98,472
+55.1% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 34 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 3.5989926070355027.ToString("F0")%
Shared 0.ToString("F0")%
None 96.4010073929645.ToString("F0")%
Common Shares in TREX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $158,878,751 across 25 Building Products & Equipment names. TREX ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
587,783 | $43,113,883 | |
| 2 | MAS |
Masco Corp /De/
|
459,586 | $37,396,512 | |
| 3 | JCI |
Johnson Controls International plc
|
164,532 | $24,039,770 | |
| 4 | TT |
Trane Technologies plc
|
44,874 | $22,040,313 | |
| 5 | OC |
Owens Corning
|
63,971 | $10,168,830 | |
| 6 | TREX |
Trex Co Inc
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|
98,472 | $4,927,538 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
15,650 | $3,836,910 | |
| 8 | CSL |
Carlisle Companies Inc
|
5,680 | $2,060,420 |
All Filings in TREX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,927,538 | 98,472 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,311,759 | 63,475 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,653,986 | 47,149 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,418,909 | 27,461 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $537,709 | 9,888 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $569,554 | 9,803 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $769,684 | 11,150 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $650,553 | 9,771 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,072,914 | 27,967 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,647,072 | 16,512 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,319,589 | 15,939 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $729,021 | 11,829 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $1,250,579 | 12,269 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||