Geneos Wealth Management’s Permianville Royalty Trust PVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1K | Hold |
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|
2025
Q2 | $10.4K | Sell |
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|
2025
Q1 | $19.5K | Sell |
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|
2024
Q4 | $19.4K | Hold |
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|
2024
Q3 | $23.1K | Hold |
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|
2024
Q2 | $14.8K | Hold |
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|
2024
Q1 | $19.4K | Hold |
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|
2023
Q4 | $20.5K | Buy |
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|
2023
Q3 | $24.4K | Hold |
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|
2023
Q2 | $24K | Buy |
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|
2023
Q1 | $13.4K | Buy |
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|
2022
Q4 | $2.01K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Buy |
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