LRI Investments’s The GEO Group GEO Stock Holding History

LRI Investments’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	$39.9K	Hold	1,350	–	–	﹤0.01%	593
2026 Q1	$22.7K	Hold	1,350	–	–	﹤0.01%	665
2025 Q4	$21.8K	Hold	1,350	–	–	﹤0.01%	677
2025 Q3	$27.7K	Hold	1,350	–	–	﹤0.01%	650
2025 Q2	$32.3K	Hold	1,350	–	–	﹤0.01%	622
2025 Q1	$39.4K	Hold	1,350	–	–	﹤0.01%	573
2024 Q4	$37.8K	Hold	1,350	–	–	﹤0.01%	571
2024 Q3	$35.2K	Hold	1,350	–	–	﹤0.01%	561
2024 Q2	$19.4K	Hold	1,350	–	–	﹤0.01%	611
2024 Q1	$19.1K	Buy	+1,350	New	+$16.1K	﹤0.01%	383

Other funds holding GEO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return