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Cape Investment Advisory’s The GEO Group GEO Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-100
Closed -$2.8K – 1164
2024
Q4 		$2.8K Buy
+100
New +$2.22K ﹤0.01% 839

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's GEO Position: Q1 2025 in Review

Cape Investment Advisory sold out of The GEO Group (GEO) in Q1 2025, closing a stake of 100 shares — an estimated $2.8K sold.

Cape Investment Advisory first reported a position in GEO in Q4 2024 and held it in 1 quarter. The position peaked at $2.8K in Q4 2024. 296 funds tracked by Wall St. Rank hold GEO as of Q1 2025.

  • Cape Investment Advisory reported no remaining The GEO Group position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 100 The GEO Group shares in Q1 2025, an estimated $2.8K.
  • Cape Investment Advisory first reported a position in The GEO Group in Q4 2024 and held it in 1 quarter.
  • Cape Investment Advisory's The GEO Group position peaked at $2.8K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held The GEO Group as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.