A detailed history of Geo Wealth Management, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Geo Wealth Management, LLC holds 40,771 shares of PBT stock, worth $524,315. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,771
Previous 46,665 12.63%
Holding current value
$524,315
Previous $525,000 7.81%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$10.5 - $12.01 $61,887 - $70,786
-5,894 Reduced 12.63%
40,771 $484,000
Q2 2024

Aug 12, 2024

BUY
$10.75 - $13.46 $501,648 - $628,110
46,665 New
46,665 $525,000

Others Institutions Holding PBT

About PERMIAN BASIN ROYALTY TRUST


  • Ticker PBT
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 46,608,800
  • Market Cap $599M
  • Description
  • Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...
More about PBT
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.