AWA
GEO icon

Arkadios Wealth Advisors’s The GEO Group GEO Stock Holding History

Arkadios Wealth Advisors’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-222
Closed -$1K – 1975
2021
Q1 		$1K Buy
222
+7
+3% +$58 ﹤0.01% 1581
2020
Q4 		$1K Buy
+215
New +$2.06K ﹤0.01% 1312
2020
Q3 		– Sell
-3,000
Closed -$35.7K – 1049
2020
Q2 		$35.7K Buy
3,000
+500
+20% +$6.1K 0.02% 424
2020
Q1 		$30.4K Buy
2,500
+1,000
+67% +$15.3K 0.02% 413
2019
Q4 		$26.2K Buy
+1,500
New +$22.8K 0.02% 413

Other funds holding GEO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Arkadios Wealth Advisors's GEO Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of The GEO Group (GEO) in Q2 2021, closing a stake of 222 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in GEO in Q4 2019 and held it in 5 quarters. The position peaked at $35.7K in Q2 2020. 199 funds tracked by Wall St. Rank hold GEO as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining The GEO Group position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 222 The GEO Group shares in Q2 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in The GEO Group in Q4 2019 and held it in 5 quarters.
  • Arkadios Wealth Advisors's The GEO Group position peaked at $35.7K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held The GEO Group as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.