WCM
LBRT icon

WealthTrak Capital Management’s Liberty Energy LBRT Stock Holding History

WealthTrak Capital Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$115 – 527
2025
Q2 		$115 Sell
10
-10
-50% -$121 ﹤0.01% 915
2025
Q1 		$317 Buy
+20
New +$359 ﹤0.01% 756

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthTrak Capital Management's LBRT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 10 shares — an estimated $115 sold.

WealthTrak Capital Management first reported a position in LBRT in Q1 2025 and held it in 2 quarters. The position peaked at $317 in Q1 2025. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Liberty Energy shares in Q3 2025, an estimated $115.
  • WealthTrak Capital Management first reported a position in Liberty Energy in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Liberty Energy position peaked at $317 in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.