GWSA
PR

Global Wealth Strategies & Associates’s Permian Resources PR Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q2 		– Sell
-700
Closed -$14.9K – 366
2026
Q1 		$14.9K Hold
700
– – ﹤0.01% 277
2025
Q4 		$9.82K Hold
700
– – ﹤0.01% 316
2025
Q3 		$8.96K Sell
700
-100
-13% -$1.37K ﹤0.01% 297
2025
Q2 		$10.9K Hold
800
– – ﹤0.01% 216
2025
Q1 		$11.1K Hold
800
– – ﹤0.01% 249
2024
Q4 		$11.5K Buy
+800
New +$11.6K ﹤0.01% 213

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Global Wealth Strategies & Associates's PR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Permian Resources (PR) in Q2 2026, closing a stake of 700 shares — an estimated $14.9K sold.

Global Wealth Strategies & Associates first reported a position in PR in Q4 2024 and held it in 6 quarters. The position peaked at $14.9K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 700 Permian Resources shares in Q2 2026, an estimated $14.9K.
  • Global Wealth Strategies & Associates first reported a position in Permian Resources in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Permian Resources position peaked at $14.9K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.