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

Perigon 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
2025
Q1 		– Sell
-8,527
Closed -$290K – 1053
2024
Q4 		$290K Buy
+8,527
New +$189K 0.01% 831

Other funds holding GEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's GEO Position: Q1 2025 in Review

Perigon Wealth Management sold out of The GEO Group (GEO) in Q1 2025, closing a stake of 8,527 shares — an estimated $290K sold.

Perigon Wealth Management first reported a position in GEO in Q4 2024 and held it in 1 quarter. The position peaked at $290K in Q4 2024. 296 funds tracked by Wall St. Rank hold GEO as of Q1 2025.

  • Perigon Wealth Management reported no remaining The GEO Group position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 8,527 The GEO Group shares in Q1 2025, an estimated $290K.
  • Perigon Wealth Management first reported a position in The GEO Group in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's The GEO Group position peaked at $290K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held The GEO Group as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.