GWP
PR

Gen-Wealth Partners’s Permian Resources PR Stock Holding History

Gen-Wealth Partners’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110 Sell
6
-500
-99% -$10K ﹤0.01% 714
2026
Q1 		$10.8K Buy
506
+500
+8,333% +$8.63K ﹤0.01% 540
2025
Q4 		$84 Buy
+6
New +$81 ﹤0.01% 686

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gen-Wealth Partners's PR Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Permian Resources (PR) stake by 99% in Q2 2026, selling an estimated $10K and leaving 6 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Gen-Wealth Partners first reported a position in PR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Gen-Wealth Partners held 6 shares of Permian Resources worth $110 as of Q2 2026.
  • Gen-Wealth Partners sold 500 Permian Resources shares in Q2 2026, an estimated $10K.
  • Permian Resources made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #714 holding.
  • Gen-Wealth Partners first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Permian Resources position peaked at $10.8K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.