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True Wealth Design’s Permian Resources PR Stock Holding History

True Wealth Design’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
Q3 		$40.7K Buy
1,929
+451
+31% +$9.72K 0.01% 583
2026
Q2 		$27.2K Buy
1,478
+694
+89% +$13.9K 0.01% 706
2026
Q1 		$16.7K Buy
+784
New +$13.5K ﹤0.01% 788
2025
Q4 		– Sell
-45
Closed -$576 – 2764
2025
Q3 		$576 Sell
45
-24
-35% -$329 ﹤0.01% 1960
2025
Q2 		$940 Buy
69
+42
+156% +$540 ﹤0.01% 1491
2025
Q1 		$374 Sell
27
-2
-7% -$29 ﹤0.01% 1672
2024
Q4 		$418 Buy
29
+7
+32% +$101 ﹤0.01% 1123
2024
Q3 		$300 Sell
22
-1
-4% -$15 ﹤0.01% 1161
2024
Q2 		$372 Buy
23
+22
+2,200% +$365 ﹤0.01% 691
2024
Q1 		$18 Buy
+1
New +$15 ﹤0.01% 785

Other funds holding PR

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's PR Position: Q3 2026 in Review

True Wealth Design increased its Permian Resources (PR) stake by 31% in Q3 2026, buying an estimated $9.72K and bringing the position to 1,929 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #583.

True Wealth Design first reported a position in PR in Q1 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • True Wealth Design held 1,929 shares of Permian Resources worth $40.7K as of Q3 2026.
  • True Wealth Design bought 451 Permian Resources shares in Q3 2026, an estimated $9.72K.
  • Permian Resources made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #583 holding.
  • True Wealth Design first reported a position in Permian Resources in Q1 2024 and has held it in 10 quarters since.
  • 30 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.