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

Carson Wealth (CWM LLC)’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
2026
Q1 		$39.5K Buy
2,347
+54
+2% +$858 ﹤0.01% 3973
2025
Q4 		$37K Buy
2,293
+46
+2% +$767 ﹤0.01% 3815
2025
Q3 		$46K Sell
2,247
-3
-0.1% -$69 ﹤0.01% 3600
2025
Q2 		$54K Sell
2,250
-331
-13% -$9.04K ﹤0.01% 3223
2025
Q1 		$75K Buy
2,581
+307
+14% +$8.8K ﹤0.01% 2659
2024
Q4 		$64K Buy
2,274
+500
+28% +$11.1K ﹤0.01% 2603
2024
Q3 		$23K Buy
1,774
+1,020
+135% +$14.2K ﹤0.01% 3269
2024
Q2 		$11K Buy
754
+729
+2,916% +$10.3K ﹤0.01% 3483
2024
Q1 		$0 Buy
25
+7
+39% +$83 ﹤0.01% 4474
2023
Q4 		$0 Hold
18
– – ﹤0.01% 4273
2023
Q3 		$0 Buy
+18
New +$132 ﹤0.01% 4300
2023
Q2 		– Sell
-231
Closed -$2K – 4281
2023
Q1 		$2K Buy
231
+3
+1% +$29 ﹤0.01% 3650
2022
Q4 		$2K Buy
228
+7
+3% +$68 ﹤0.01% 3548
2022
Q3 		$2K Buy
+221
New +$1.63K ﹤0.01% 3460
2019
Q1 		– Sell
-66
Closed -$1K – 3070
2018
Q4 		$1K Hold
66
– – ﹤0.01% 1893
2018
Q3 		$2K Hold
66
– – ﹤0.01% 1520
2018
Q2 		$2K Hold
66
– – ﹤0.01% 1374
2018
Q1 		$1K Sell
66
-347
-84% -$7.54K ﹤0.01% 1272
2017
Q4 		$10K Sell
413
-168
-29% -$4.27K ﹤0.01% 885
2017
Q3 		$16K Buy
581
+515
+780% +$14.2K ﹤0.01% 767
2017
Q2 		$2K Hold
66
– – ﹤0.01% 1004
2017
Q1 		$2K Buy
+66
New +$1.9K ﹤0.01% 980

Other funds holding GEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its The GEO Group (GEO) stake by 2.4% in Q1 2026, buying an estimated $858 and bringing the position to 2,347 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3973.

Carson Wealth (CWM LLC) first reported a position in GEO in Q1 2017 and has held it in 22 quarters since. The position peaked at $75K in Q1 2025. 259 funds tracked by Wall St. Rank hold GEO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,347 shares of The GEO Group worth $39.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54 The GEO Group shares in Q1 2026, an estimated $858.
  • The GEO Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3973 holding.
  • Carson Wealth (CWM LLC) first reported a position in The GEO Group in Q1 2017 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s The GEO Group position peaked at $75K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held The GEO Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.