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Atria Wealth Solutions’s The GEO Group GEO Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-14,015
Closed -$180K – 2021
2024
Q3 		$180K Buy
+14,015
New +$195K ﹤0.01% 1808

Other funds holding GEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Atria Wealth Solutions's GEO Position: Q4 2024 in Review

Atria Wealth Solutions sold out of The GEO Group (GEO) in Q4 2024, closing a stake of 14,015 shares — an estimated $180K sold.

Atria Wealth Solutions first reported a position in GEO in Q3 2024 and held it in 1 quarter. The position peaked at $180K in Q3 2024. 281 funds tracked by Wall St. Rank hold GEO as of Q4 2024.

  • Atria Wealth Solutions reported no remaining The GEO Group position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,015 The GEO Group shares in Q4 2024, an estimated $180K.
  • Atria Wealth Solutions first reported a position in The GEO Group in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's The GEO Group position peaked at $180K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held The GEO Group as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.