Geneos Wealth Management’s Permianville Royalty Trust PVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Sell |
5,600
-6,800
| -55% | -$12.6K | ﹤0.01% | 2315 |
|
|
2025
Q1 | $19.5K | Sell |
12,400
-1,845
| -13% | -$2.9K | ﹤0.01% | 2319 |
|
|
2024
Q4 | $19.4K | Hold |
14,245
| – | – | ﹤0.01% | 1739 |
|
|
2024
Q3 | $23.1K | Hold |
14,245
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q2 | $14.8K | Hold |
14,245
| – | – | ﹤0.01% | 1439 |
|
|
2024
Q1 | $19.4K | Hold |
14,245
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q4 | $20.5K | Buy |
14,245
+4,629
| +48% | +$6.67K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $24.4K | Hold |
9,616
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q2 | $24K | Buy |
9,616
+4,016
| +72% | +$10K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $13.4K | Buy |
5,600
+5,000
| +833% | +$12K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $2.01K | Hold |
600
| – | – | ﹤0.01% | 1880 |
|
|
2022
Q3 | $1K | Hold |
600
| – | – | ﹤0.01% | 1958 |
|
|
2022
Q2 | $2K | Hold |
600
| – | – | ﹤0.01% | 2416 |
|
|
2022
Q1 | $1K | Hold |
600
| – | – | ﹤0.01% | 2680 |
|
|
2021
Q4 | $1K | Hold |
600
| – | – | ﹤0.01% | 2703 |
|
|
2021
Q3 | $1K | Hold |
600
| – | – | ﹤0.01% | 2776 |
|
|
2021
Q2 | $1K | Buy |
+600
| New | +$1K | ﹤0.01% | 2787 |
|