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Sendero Wealth Management’s PEDEVCO PED Stock Holding History

Sendero Wealth Management’s Portfolio PED Stock Details PED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$7K – 195
2025
Q1 		$7K Hold
500
– – ﹤0.01% 186
2024
Q4 		$7.78K Hold
500
– – ﹤0.01% 161
2024
Q3 		$9.4K Hold
500
– – ﹤0.01% 156
2024
Q2 		$9.05K Hold
500
– – ﹤0.01% 155
2024
Q1 		$8.02K Buy
+500
New +$7.32K ﹤0.01% 156

Other funds holding PED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sendero Wealth Management's PED Position: Q2 2025 in Review

Sendero Wealth Management sold out of PEDEVCO (PED) in Q2 2025, closing a stake of 500 shares — an estimated $7K sold.

Sendero Wealth Management first reported a position in PED in Q1 2024 and held it in 5 quarters. The position peaked at $9.4K in Q3 2024. 25 funds tracked by Wall St. Rank hold PED as of Q2 2025.

  • Sendero Wealth Management reported no remaining PEDEVCO position as of Q2 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 500 PEDEVCO shares in Q2 2025, an estimated $7K.
  • Sendero Wealth Management first reported a position in PEDEVCO in Q1 2024 and held it in 5 quarters.
  • Sendero Wealth Management's PEDEVCO position peaked at $9.4K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held PEDEVCO as of Q2 2025.

Based on Sendero Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.