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Executive Wealth Management’s The GEO Group GEO Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-102
Closed -$2K – 381
2019
Q2 		$2K Buy
102
+2
+2% +$42 ﹤0.01% 796
2019
Q1 		$2K Hold
100
– – ﹤0.01% 728
2018
Q4 		$2K Buy
+100
New +$2.27K ﹤0.01% 761

Other funds holding GEO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's GEO Position: Q3 2019 in Review

Executive Wealth Management sold out of The GEO Group (GEO) in Q3 2019, closing a stake of 102 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in GEO in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 231 funds tracked by Wall St. Rank hold GEO as of Q3 2019.

  • Executive Wealth Management reported no remaining The GEO Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 102 The GEO Group shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in The GEO Group in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's The GEO Group position peaked at $2K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held The GEO Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.