Creative Planning
GEO icon

Creative Planning’s The GEO Group GEO Stock Holding History

Creative Planning’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
Q2 		$1.54M Buy
52,054
+18,052
+53% +$409K ﹤0.01% 2306
2026
Q1 		$572K Sell
34,002
-45,533
-57% -$723K ﹤0.01% 2923
2025
Q4 		$1.28M Buy
79,535
+59,893
+305% +$999K ﹤0.01% 2086
2025
Q3 		$402K Buy
19,642
+6,803
+53% +$155K ﹤0.01% 2919
2025
Q2 		$307K Sell
12,839
-8,218
-39% -$225K ﹤0.01% 2879
2025
Q1 		$615K Buy
21,057
+6,899
+49% +$198K ﹤0.01% 2105
2024
Q4 		$396K Buy
14,158
+3,062
+28% +$67.9K ﹤0.01% 2446
2024
Q3 		$143K Buy
11,096
+919
+9% +$12.8K ﹤0.01% 2943
2024
Q2 		$146K Buy
+10,177
New +$144K ﹤0.01% 2760
2018
Q4 		– Sell
-8,096
Closed -$204K – 2004
2018
Q3 		$204K Buy
+8,096
New +$207K ﹤0.01% 1667
2017
Q3 		– Sell
-2,467
Closed -$73K – 2588
2017
Q2 		$73K Buy
2,467
+1,007
+69% +$31.6K ﹤0.01% 2213
2017
Q1 		$45K Sell
1,460
-1,048
-42% -$30.1K ﹤0.01% 2552
2016
Q4 		$60K Buy
2,508
+52
+2% +$1.01K ﹤0.01% 2240
2016
Q3 		$39K Sell
2,456
-5,182
-68% -$97.8K ﹤0.01% 2554
2016
Q2 		$174K Hold
7,638
– – ﹤0.01% 1319
2016
Q1 		$177K Sell
7,638
-150
-2% -$2.93K ﹤0.01% 1276
2015
Q4 		$150K Buy
7,788
+225
+3% +$4.5K ﹤0.01% 1388
2015
Q3 		$150K Buy
+7,563
New +$167K ﹤0.01% 1346
2015
Q2 		– Sell
-7,563
Closed -$221K – 1815
2015
Q1 		$221K Hold
7,563
– – ﹤0.01% 1136
2014
Q4 		$203K Hold
7,563
– – ﹤0.01% 1130
2014
Q3 		$193K Buy
+7,563
New +$184K ﹤0.01% 1074
2014
Q2 		– Sell
-6,363
Closed -$137K – 3843
2014
Q1 		$137K Buy
6,363
+150
+2% +$3.25K ﹤0.01% 1200
2013
Q4 		$133K Sell
6,213
-153
-2% -$3.43K ﹤0.01% 1044
2013
Q3 		$141K Hold
6,366
– – ﹤0.01% 916
2013
Q2 		$144K Buy
+6,366
New +$155K ﹤0.01% 798

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
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
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Creative Planning's GEO Position: Q2 2026 in Review

Creative Planning increased its The GEO Group (GEO) stake by 53% in Q2 2026, buying an estimated $409K and bringing the position to 52,054 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Creative Planning first reported a position in GEO in Q2 2013 and has held it in 25 quarters since. 291 funds tracked by Wall St. Rank hold GEO as of Q2 2026.

  • Creative Planning held 52,054 shares of The GEO Group worth $1.54M as of Q2 2026.
  • Creative Planning bought 18,052 The GEO Group shares in Q2 2026, an estimated $409K.
  • The GEO Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2306 holding.
  • Creative Planning first reported a position in The GEO Group in Q2 2013 and has held it in 25 quarters since.
  • 291 funds tracked by Wall St. Rank held The GEO Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.