TREX TREX INC

Ownership history in RMR Wealth Builders  ·  20 quarters on record

AI Ownership Summary

RMR Wealth Builders reported TREX INC (TREX) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows TREX at 0.02% 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 TREX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RMR Wealth Builders's position in TREX INC, 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
2025 Q3

TREX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 RMR Wealth Builders held TREX — position size vs. price
% of Fund (quarterly)    TREX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,266 0% 0.02% $272K 2025-11-05 $32.43
2025 Q2 UNCHANGED 5,266 0% 0.03% $286K 2025-07-08 $58.62
2025 Q1 UNCHANGED 5,266 0% 0.03% $306K 2025-04-16 $53.42
2024 Q4 UNCHANGED 5,266 0% 0.04% $364K 2025-01-10 $64.57
2024 Q3 REDUCED 5,266 -498 -8.6% 0.04% $351K 2024-10-21 $62.98
2024 Q2 UNCHANGED 5,764 0% 0.05% $427K 2024-07-23 $79.55
2024 Q1 ADDED 5,764 +498 +9.5% 0.07% $575K 2024-04-15 $90.20
2023 Q4 UNCHANGED 5,266 0% 0.06% $436K 2024-02-06 $83.19
2023 Q3 UNCHANGED 5,266 0% 0.05% $325K 2023-10-23 $55.62
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RMR Wealth Builders and TREX

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

How long has RMR Wealth Builders reported owning TREX?

RMR Wealth Builders reported TREX across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported TREX position in RMR Wealth Builders's portfolio?

The largest reported portfolio weight for TREX was 0.07% in 2024 Q1.

What is the latest reported TREX position on this page?

The most recent filing on this page is 2025 Q3, when RMR Wealth Builders reported 5,266 shares, equal to 0.02% of portfolio, with an estimated market value of $272K.

What does the chart on this TREX ownership page compare?

The chart compares RMR Wealth Builders's quarterly TREX 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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