GM
PBT

GeoWealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

GeoWealth Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49,947
Closed -$550K – 1586
2024
Q4 		$550K Buy
49,947
+9,176
+23% +$110K 0.02% 449
2024
Q3 		$484K Sell
40,771
-5,894
-13% -$66.3K 0.02% 473
2024
Q2 		$524K Buy
+46,665
New +$567K 0.02% 420

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management's PBT Position: Q1 2025 in Review

GeoWealth Management sold out of Permian Basin Royalty Trust (PBT) in Q1 2025, closing a stake of 49,947 shares — an estimated $550K sold.

GeoWealth Management first reported a position in PBT in Q2 2024 and held it in 3 quarters. The position peaked at $550K in Q4 2024. 94 funds tracked by Wall St. Rank hold PBT as of Q1 2025.

  • GeoWealth Management reported no remaining Permian Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 49,947 Permian Basin Royalty Trust shares in Q1 2025, an estimated $550K.
  • GeoWealth Management first reported a position in Permian Basin Royalty Trust in Q2 2024 and held it in 3 quarters.
  • GeoWealth Management's Permian Basin Royalty Trust position peaked at $550K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.