Position in VST
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$868,816
+$126,186 QoQ
Shares Held
5,477
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#727
of 1,395 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $1,120,911 across 2 Utilities - Independent Power Producers names. VST ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
5,477 | $868,816 | |
| 2 | CEG |
Constellation Energy Corp
|
1,015 | $252,095 |
All Filings in VST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,816 | 5,477 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $742,630 | 4,940 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $751,959 | 4,661 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,209,585 | 11,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $961,103 | 4,959 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $292,895 | 2,494 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $342,469 | 2,484 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $383,002 | 3,231 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $300,758 | 3,498 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $243,635 | 3,498 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||