KESTRA PRIVATE WEALTH SERVICES, LLC TRX TRX GOLD CORPORATION

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  ·  16 quarters on record

AI Ownership Summary

KESTRA PRIVATE WEALTH SERVICES, LLC reported TRX GOLD CORPORATION (TRX) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows TRX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KESTRA PRIVATE WEALTH SERVICES, LLC's position in TRX GOLD CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TRX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KESTRA PRIVATE WEALTH SERVICES, LLC held TRX — position size vs. price
% of Fund (quarterly)    TRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 20,000 0% 0.00% $30K 2026-04-20 $1.40
2025 Q4 UNCHANGED 20,000 0% 0.00% $18K 2026-01-29 $2.18
2025 Q3 UNCHANGED 20,000 0% 0.00% $12K 2025-11-17 $0.62
2025 Q2 UNCHANGED 20,000 0% 0.00% $7K 2025-08-07 $0.36
2025 Q1 UNCHANGED 20,000 0% 0.00% $6K 2025-05-05 $0.30
2024 Q4 UNCHANGED 20,000 0% 0.00% $6K 2025-01-28 $0.30
2024 Q3 UNCHANGED 20,000 0% 0.00% $8K 2024-11-13 $0.37
2024 Q2 REDUCED 26.5% +0.0% 20,000 -7,200 -26.5% 0.00% $8K 2024-08-12 $0.39
2024 Q1 UNCHANGED 27,200 0% 0.00% $11K 2024-05-02 $0.45
2023 Q4 UNCHANGED 27,200 0% 0.00% $10K 2024-02-05 $0.33
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KESTRA PRIVATE WEALTH SERVICES, LLC and TRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KESTRA PRIVATE WEALTH SERVICES, LLC reported owning TRX?

KESTRA PRIVATE WEALTH SERVICES, LLC reported TRX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TRX position in KESTRA PRIVATE WEALTH SERVICES, LLC's portfolio?

The largest reported portfolio weight for TRX was 0.00% in 2026 Q1.

What is the latest reported TRX position on this page?

The most recent filing on this page is 2026 Q1, when KESTRA PRIVATE WEALTH SERVICES, LLC reported 20,000 shares, equal to 0.00% of portfolio, with an estimated market value of $30K.

What does the chart on this TRX ownership page compare?

The chart compares KESTRA PRIVATE WEALTH SERVICES, LLC's quarterly TRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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