Householder Group Estate & Retirement Specialist’s The GEO Group GEO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$83K	Sell	3,000 -650	-18%	-$14.4K	0.06%	169
2024 Q3	$46K	Hold	3,650	–	–	0.01%	494
2024 Q2	$52K	Hold	3,650	–	–	0.01%	463
2024 Q1	$51.5K	Hold	3,650	–	–	0.02%	468
2023 Q4	$39K	Hold	3,650	–	–	0.01%	505
2023 Q3	$29.9K	Buy	+3,650	New	+$26.7K	0.01%	555
2023 Q1	$29K	Buy	3,650 +650	+22%	+$6.38K	0.01%	557
2022 Q4	$32K	Hold	3,000	–	–	0.05%	140
2022 Q3	$23K	Buy	+3,000	New	+$22.1K	0.01%	547

Other funds holding GEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GEO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its The GEO Group (GEO) stake by 18% in Q4 2024, selling an estimated $14.4K and leaving 3,000 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #169.

Householder Group Estate & Retirement Specialist first reported a position in GEO in Q3 2022 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold GEO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,000 shares of The GEO Group worth $83K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 650 The GEO Group shares in Q4 2024, an estimated $14.4K.
The GEO Group made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #169 holding.
Householder Group Estate & Retirement Specialist first reported a position in The GEO Group in Q3 2022 and has held it in 9 quarters since.
281 funds tracked by Wall St. Rank held The GEO Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.