GeoWealth Management’s Permian Resources PR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,242	Closed	-$17.9K	–	1625
2024 Q4	$17.9K	Buy	1,242 +39	+3%	+$561	﹤0.01%	1396
2024 Q3	$16.4K	Buy	+1,203	New	+$16.4K	﹤0.01%	1320