Carson Wealth (CWM LLC)’s The GEO Group GEO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54K Sell
2,250
-331
-13% -$7.94K ﹤0.01% 3221
2025
Q1
$75K Buy
2,581
+307
+14% +$8.92K ﹤0.01% 2657
2024
Q4
$64K Buy
2,274
+500
+28% +$14.1K ﹤0.01% 2601
2024
Q3
$23K Buy
1,774
+1,020
+135% +$13.2K ﹤0.01% 3267
2024
Q2
$11K Buy
754
+729
+2,916% +$10.6K ﹤0.01% 3481
2024
Q1
$0 Buy
25
+7
+39% ﹤0.01% 4468
2023
Q4
$0 Hold
18
﹤0.01% 4266
2023
Q3
$0 Buy
+18
New ﹤0.01% 4291
2023
Q2
Sell
-231
Closed -$2K 4266
2023
Q1
$2K Buy
231
+3
+1% +$26 ﹤0.01% 3644
2022
Q4
$2K Buy
228
+7
+3% +$61 ﹤0.01% 3544
2022
Q3
$2K Buy
+221
New +$2K ﹤0.01% 3453
2019
Q1
Sell
-66
Closed -$1K 3030
2018
Q4
$1K Hold
66
﹤0.01% 1887
2018
Q3
$2K Hold
66
﹤0.01% 1516
2018
Q2
$2K Hold
66
﹤0.01% 1370
2018
Q1
$1K Sell
66
-347
-84% -$5.26K ﹤0.01% 1271
2017
Q4
$10K Sell
413
-168
-29% -$4.07K ﹤0.01% 884
2017
Q3
$16K Buy
581
+515
+780% +$14.2K ﹤0.01% 766
2017
Q2
$2K Hold
66
﹤0.01% 1003
2017
Q1
$2K Buy
+66
New +$2K ﹤0.01% 979