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B. Riley Wealth Advisors’s The GEO Group GEO Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-40,550
Closed -$1.18M – 1175
2025
Q1 		$1.18M Sell
40,550
-10,500
-21% -$301K 0.04% 450
2024
Q4 		$1.43M Sell
51,050
-150,100
-75% -$3.33M 0.05% 353
2024
Q3 		$2.61M Buy
201,150
+6,850
+4% +$95.5K 0.07% 266
2024
Q2 		$2.79M Buy
+194,300
New +$2.75M 0.07% 256
2015
Q1 		– Sell
-2,733
Closed -$74K – 1113
2014
Q4 		$74K Buy
+2,733
New +$71.3K ﹤0.01% 1880

Other funds holding GEO

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's GEO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of The GEO Group (GEO) in Q2 2025, closing a stake of 40,550 shares — an estimated $1.18M sold.

B. Riley Wealth Advisors first reported a position in GEO in Q4 2014 and held it in 5 quarters. The position peaked at $2.79M in Q2 2024. 286 funds tracked by Wall St. Rank hold GEO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining The GEO Group position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 40,550 The GEO Group shares in Q2 2025, an estimated $1.18M.
  • B. Riley Wealth Advisors first reported a position in The GEO Group in Q4 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's The GEO Group position peaked at $2.79M in Q2 2024.
  • 286 funds tracked by Wall St. Rank held The GEO Group as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.