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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49,947
Closed -$550K – 1592
2024
Q4 		$550K Buy
49,947
+9,176
+23% +$101K 0.02% 449
2024
Q3 		$484K Sell
40,771
-5,894
-13% -$70K 0.02% 473
2024
Q2 		$524K Buy
+46,665
New +$524K 0.02% 420