Institute for Wealth Management’s The GEO Group GEO Stock Holding History

Institute for 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
2026 Q2	$20.2K	Buy	+685	New	+$15.5K	﹤0.01%	1129

Other funds holding GEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Institute for Wealth Management's GEO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in The GEO Group (GEO) in Q2 2026: 685 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings.

119 funds tracked by Wall St. Rank hold GEO as of Q2 2026.

Institute for Wealth Management held 685 shares of The GEO Group worth $20.2K as of Q2 2026.
The GEO Group was a new Institute for Wealth Management position in Q2 2026.
The GEO Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1129 holding.
119 funds tracked by Wall St. Rank held The GEO Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.