Geneos Wealth Management’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.5K | Sell |
1,797
-2,852
| -61% | -$38.8K | ﹤0.01% | 1934 |
|
2025
Q1 | $64.4K | Buy |
4,649
+3,455
| +289% | +$47.9K | ﹤0.01% | 1780 |
|
2024
Q4 | $17.2K | Buy |
+1,194
| New | +$17.2K | ﹤0.01% | 1805 |
|
2022
Q3 | – | Sell |
-200
| Closed | -$1K | – | 2447 |
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 2527 |
|
2022
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 2678 |
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 2701 |
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 2772 |
|
2021
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2783 |
|
2020
Q3 | – | Sell |
-1,700
| Closed | -$1K | – | 2679 |
|
2020
Q2 | $1K | Buy |
+1,700
| New | +$1K | ﹤0.01% | 2495 |
|
2020
Q1 | – | Sell |
-1,700
| Closed | -$7K | – | 2580 |
|
2019
Q4 | $7K | Hold |
1,700
| – | – | ﹤0.01% | 2106 |
|
2019
Q3 | $7K | Hold |
1,700
| – | – | ﹤0.01% | 2017 |
|
2019
Q2 | $12K | Hold |
1,700
| – | – | ﹤0.01% | 1849 |
|
2019
Q1 | $14K | Hold |
1,700
| – | – | ﹤0.01% | 1720 |
|
2018
Q4 | $18K | Hold |
1,700
| – | – | ﹤0.01% | 1550 |
|
2018
Q3 | $37K | Hold |
1,700
| – | – | ﹤0.01% | 1309 |
|
2018
Q2 | $30K | Sell |
1,700
-10,403
| -86% | -$184K | ﹤0.01% | 1285 |
|
2018
Q1 | $222K | Sell |
12,103
-350
| -3% | -$6.42K | 0.02% | 518 |
|
2017
Q4 | $246K | Hold |
12,453
| – | – | 0.02% | 481 |
|
2017
Q3 | $223K | Hold |
12,453
| – | – | 0.02% | 484 |
|
2017
Q2 | $197K | Buy |
12,453
+1,159
| +10% | +$18.3K | 0.02% | 501 |
|
2017
Q1 | $205K | Buy |
11,294
+1,700
| +18% | +$30.9K | 0.02% | 473 |
|
2016
Q4 | $189K | Buy |
+9,594
| New | +$189K | 0.02% | 468 |
|