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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
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 -$74 – 1113
2014
Q4 		$74 Buy
+2,733
New +$71.3K ﹤0.01% 1880

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

B. Riley Wealth Advisors's GEO Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its The GEO Group (GEO) stake by 75% in Q4 2024, selling an estimated $3.33M and leaving 51,050 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #353.

B. Riley Wealth Advisors first reported a position in GEO in Q4 2014 and has held it in 4 quarters since. The position peaked at $2.79M in Q2 2024. 281 funds tracked by Wall St. Rank hold GEO as of Q4 2024.

  • B. Riley Wealth Advisors held 51,050 shares of The GEO Group worth $1.43M as of Q4 2024.
  • B. Riley Wealth Advisors sold 150,100 The GEO Group shares in Q4 2024, an estimated $3.33M.
  • The GEO Group made up 0.05% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #353 holding.
  • B. Riley Wealth Advisors first reported a position in The GEO Group in Q4 2014 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's The GEO Group position peaked at $2.79M in Q2 2024.
  • 281 funds tracked by Wall St. Rank held The GEO Group as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.