Root Financial Partners’s The GEO Group GEO Stock Holding History

Root Financial Partners’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	–	Sell	-119	Closed	-$2K	–	1499
2026 Q1	$2K	Buy	+119	New	+$1.89K	﹤0.01%	2321

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PCM

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Root Financial Partners's GEO Position: Q2 2026 in Review

Root Financial Partners sold out of The GEO Group (GEO) in Q2 2026, closing a stake of 119 shares — an estimated $2K sold.

Root Financial Partners first reported a position in GEO in Q1 2026 and held it in 1 quarter. The position peaked at $2K in Q1 2026. 290 funds tracked by Wall St. Rank hold GEO as of Q2 2026.

Root Financial Partners reported no remaining The GEO Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 119 The GEO Group shares in Q2 2026, an estimated $2K.
Root Financial Partners first reported a position in The GEO Group in Q1 2026 and held it in 1 quarter.
Root Financial Partners's The GEO Group position peaked at $2K in Q1 2026.
290 funds tracked by Wall St. Rank held The GEO Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.