GM
PR

GeoWealth Management’s Permian Resources PR Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-1,242
Closed -$17.9K – 1619
2024
Q4 		$17.9K Buy
1,242
+39
+3% +$565 ﹤0.01% 1396
2024
Q3 		$16.4K Buy
+1,203
New +$17.7K ﹤0.01% 1320

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's PR Position: Q1 2025 in Review

GeoWealth Management sold out of Permian Resources (PR) in Q1 2025, closing a stake of 1,242 shares — an estimated $17.9K sold.

GeoWealth Management first reported a position in PR in Q3 2024 and held it in 2 quarters. The position peaked at $17.9K in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • GeoWealth Management reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,242 Permian Resources shares in Q1 2025, an estimated $17.9K.
  • GeoWealth Management first reported a position in Permian Resources in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Permian Resources position peaked at $17.9K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

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