Ownership history in Cornerstone Wealth Management, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in VISTRA ENERGY CORP (VST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,042 | -58 | -5.3% | 0.01% | $204K | $195.38 |
| 2025 Q2 | REDUCED | 1,100 | -32,595 | -96.7% | 0.01% | $213K | $193.07 |
| 2018 Q3 | REDUCED | 33,695 | -6,546 | -16.3% | 0.02% | $1.8M | $21.25 |
| 2018 Q2 | INITIATED | 40,241 | — | — | 0.02% | $1.7M | — |
As of 2025 Q4 — sorted by position size