GSWM
PR

Golden State Wealth Management’s Permian Resources PR Stock Holding History

Golden State Wealth 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
2026
Q2 		$5.52K Hold
300
– – ﹤0.01% 1240
2026
Q1 		$6.4K Hold
300
– – ﹤0.01% 1177
2025
Q4 		$4.21K Hold
300
– – ﹤0.01% 1270
2025
Q3 		$3.84K Hold
300
– – ﹤0.01% 1295
2025
Q2 		$4.09K Hold
300
– – ﹤0.01% 1259
2025
Q1 		$4.16K Buy
+300
New +$4.29K ﹤0.01% 1208

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

Golden State Wealth Management's PR Position: Q2 2026 in Review

Golden State Wealth Management held its Permian Resources (PR) position steady in Q2 2026 at 300 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Golden State Wealth Management first reported a position in PR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.4K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Golden State Wealth Management held 300 shares of Permian Resources worth $5.52K as of Q2 2026.
  • Golden State Wealth Management left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1240 holding.
  • Golden State Wealth Management first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • Golden State Wealth Management's Permian Resources position peaked at $6.4K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.