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Spire Wealth Management’s PEDEVCO PED Stock Holding History

Spire 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
2026
Q1 		– Sell
-182
Closed -$2.04K – 2372
2025
Q4 		$2.04K Buy
182
+1
+0.6% +$11 ﹤0.01% 2094
2025
Q3 		$2.1K Sell
181
-2
-1% -$24 ﹤0.01% 2150
2025
Q2 		$2.38K Buy
183
+1
+0.5% +$12 ﹤0.01% 2142
2025
Q1 		$2.55K Buy
182
+1
+0.6% +$16 ﹤0.01% 2226
2024
Q4 		$2.83K Sell
181
-819
-82% -$14.4K ﹤0.01% 2178
2024
Q3 		$18.8K Sell
1,000
-5
-0.5% -$93 ﹤0.01% 1456
2024
Q2 		$18.1K Buy
1,005
+2
+0.2% +$36 ﹤0.01% 1474
2024
Q1 		$16K Buy
1,003
+7
+0.7% +$102 ﹤0.01% 1579
2023
Q4 		$13.3K Buy
+996
New +$17.5K ﹤0.01% 1661
2022
Q1 		– Sell
-1,750
Closed -$37K – 2783
2021
Q4 		$37K Sell
1,750
-1,276
-42% -$35.4K ﹤0.01% 1861
2021
Q3 		$115K Buy
3,026
+1,276
+73% +$31.4K ﹤0.01% 1142
2021
Q2 		$56K Buy
+1,750
New +$49.3K ﹤0.01% 1436

Other funds holding PED

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's PED Position: Q1 2026 in Review

Spire Wealth Management sold out of PEDEVCO (PED) in Q1 2026, closing a stake of 182 shares — an estimated $2.04K sold.

Spire Wealth Management first reported a position in PED in Q2 2021 and held it in 12 quarters. The position peaked at $115K in Q3 2021. 15 funds tracked by Wall St. Rank hold PED as of Q1 2026.

  • Spire Wealth Management reported no remaining PEDEVCO position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 182 PEDEVCO shares in Q1 2026, an estimated $2.04K.
  • Spire Wealth Management first reported a position in PEDEVCO in Q2 2021 and held it in 12 quarters.
  • Spire Wealth Management's PEDEVCO position peaked at $115K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held PEDEVCO as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.