GWM
PR

Geneos Wealth Management’s Permian Resources PR Stock Holding History

Geneos Wealth Management’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
Q1 		$8.53K Hold
400
– – ﹤0.01% 2026
2025
Q4 		$5.61K Hold
400
– – ﹤0.01% 2110
2025
Q3 		$5.12K Sell
400
-1,397
-78% -$19.2K ﹤0.01% 2139
2025
Q2 		$24.5K Sell
1,797
-2,852
-61% -$36.7K ﹤0.01% 1934
2025
Q1 		$64.4K Buy
4,649
+3,455
+289% +$49.5K ﹤0.01% 1780
2024
Q4 		$17.2K Buy
+1,194
New +$17.3K ﹤0.01% 1805
2022
Q3 		– Sell
-200
Closed -$1K – 2448
2022
Q2 		$1K Hold
200
– – ﹤0.01% 2528
2022
Q1 		$1K Hold
200
– – ﹤0.01% 2679
2021
Q4 		$1K Hold
200
– – ﹤0.01% 2701
2021
Q3 		$1K Hold
200
– – ﹤0.01% 2772
2021
Q2 		$1K Buy
+200
New +$1.03K ﹤0.01% 2783
2020
Q3 		– Sell
-1,700
Closed -$1K – 2679
2020
Q2 		$1K Buy
+1,700
New +$1.5K ﹤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% -$188K ﹤0.01% 1285
2018
Q1 		$222K Sell
12,103
-350
-3% -$6.76K 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% +$19K 0.02% 501
2017
Q1 		$205K Buy
11,294
+1,700
+18% +$31.3K 0.02% 473
2016
Q4 		$189K Buy
+9,594
New +$159K 0.02% 468

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geneos Wealth Management's PR Position: Q1 2026 in Review

Geneos Wealth Management held its Permian Resources (PR) position steady in Q1 2026 at 400 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Geneos Wealth Management first reported a position in PR in Q4 2016 and has held it in 25 quarters since. The position peaked at $246K in Q4 2017. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Geneos Wealth Management held 400 shares of Permian Resources worth $8.53K as of Q1 2026.
  • Geneos Wealth Management left its Permian Resources share count unchanged in Q1 2026.
  • Permian Resources made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2026 holding.
  • Geneos Wealth Management first reported a position in Permian Resources in Q4 2016 and has held it in 25 quarters since.
  • Geneos Wealth Management's Permian Resources position peaked at $246K in Q4 2017.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.