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Geneos Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History

Geneos Wealth Management’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$1.64K – 2590
2024
Q2 		$1.64K Hold
100
– – ﹤0.01% 1917
2024
Q1 		$1.55K Hold
100
– – ﹤0.01% 1937
2023
Q4 		$1.5K Hold
100
– – ﹤0.01% 1967
2023
Q3 		$1.6K Hold
100
– – ﹤0.01% 1969
2023
Q2 		$1.47K Hold
100
– – ﹤0.01% 1980
2023
Q1 		$1.52K Buy
+100
New +$1.57K ﹤0.01% 1949

Other funds holding KRP

EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's KRP Position: Q3 2024 in Review

Geneos Wealth Management sold out of Kimbell Royalty Partners (KRP) in Q3 2024, closing a stake of 100 shares — an estimated $1.64K sold.

Geneos Wealth Management first reported a position in KRP in Q1 2023 and held it in 6 quarters. The position peaked at $1.64K in Q2 2024. 152 funds tracked by Wall St. Rank hold KRP as of Q3 2024.

  • Geneos Wealth Management reported no remaining Kimbell Royalty Partners position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Kimbell Royalty Partners shares in Q3 2024, an estimated $1.64K.
  • Geneos Wealth Management first reported a position in Kimbell Royalty Partners in Q1 2023 and held it in 6 quarters.
  • Geneos Wealth Management's Kimbell Royalty Partners position peaked at $1.64K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.