JWM
GEO icon

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

Jeppson 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
2020
Q4 		– Sell
-71,645
Closed -$812K – 244
2020
Q3 		$812K Buy
+71,645
New +$799K 0.64% 41

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's GEO Position: Q4 2020 in Review

Jeppson Wealth Management sold out of The GEO Group (GEO) in Q4 2020, closing a stake of 71,645 shares — an estimated $812K sold.

Jeppson Wealth Management first reported a position in GEO in Q3 2020 and held it in 1 quarter. The position peaked at $812K in Q3 2020. 219 funds tracked by Wall St. Rank hold GEO as of Q4 2020.

  • Jeppson Wealth Management reported no remaining The GEO Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 71,645 The GEO Group shares in Q4 2020, an estimated $812K.
  • Jeppson Wealth Management first reported a position in The GEO Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's The GEO Group position peaked at $812K in Q3 2020.
  • 219 funds tracked by Wall St. Rank held The GEO Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.