Permian Basin Royalty Trust shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Permian Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including Permian Basin Royalty Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Permian Basin Royalty Trust by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 1.5k | 18.26 |
| 2018-12-31 | $1.0k | 266 | 3.76 |
| 2018-09-30 | $13k | 1.7k | 7.50 |
| 2018-06-30 | $13k | 1.5k | 8.87 |
| 2018-03-31 | $16k | 1.7k | 9.23 |
| 2017-12-31 | $4.0k | 533 | 7.50 |
| 2017-09-30 | $4.0k | 533 | 7.50 |
| 2017-06-30 | $4.0k | 533 | 7.50 |
| 2017-03-31 | $12k | 1.4k | 8.88 |
| 2016-12-31 | $12k | 1.7k | 7.16 |
| 2016-09-30 | $11k | 1.7k | 6.65 |
| 2016-06-30 | $16k | 2.3k | 6.98 |
| 2016-03-31 | $13k | 2.3k | 5.70 |