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Ascent Wealth Partners’s PEDEVCO PED Stock Holding History

Ascent Wealth Partners’s Portfolio PED Stock Details PED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,100
Closed -$12.3K – 199
2025
Q4 		$12.3K Hold
1,100
– – ﹤0.01% 183
2025
Q3 		$12.7K Hold
1,100
– – ﹤0.01% 181
2025
Q2 		$14.4K Buy
+1,100
New +$13.5K ﹤0.01% 174

Other funds holding PED

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ascent Wealth Partners's PED Position: Q1 2026 in Review

Ascent Wealth Partners sold out of PEDEVCO (PED) in Q1 2026, closing a stake of 1,100 shares — an estimated $12.3K sold.

Ascent Wealth Partners first reported a position in PED in Q2 2025 and held it in 3 quarters. The position peaked at $14.4K in Q2 2025. 15 funds tracked by Wall St. Rank hold PED as of Q1 2026.

  • Ascent Wealth Partners reported no remaining PEDEVCO position as of Q1 2026 after selling out during the quarter.
  • Ascent Wealth Partners sold 1,100 PEDEVCO shares in Q1 2026, an estimated $12.3K.
  • Ascent Wealth Partners first reported a position in PEDEVCO in Q2 2025 and held it in 3 quarters.
  • Ascent Wealth Partners's PEDEVCO position peaked at $14.4K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held PEDEVCO as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.