Root Financial Partners
GEO icon

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
Q3 		$4.48K Buy
+147
New +$4.55K ﹤0.01% 2271
2026
Q2 		– Sell
-119
Closed -$2K – 1499
2026
Q1 		$2K Buy
+119
New +$1.89K ﹤0.01% 2321

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Root Financial Partners's GEO Position: Q3 2026 in Review

Root Financial Partners opened a new position in The GEO Group (GEO) in Q3 2026: 147 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #2271 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GEO as recently as Q1 2026.

Root Financial Partners first reported a position in GEO in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold GEO as of Q3 2026.

  • Root Financial Partners held 147 shares of The GEO Group worth $4.48K as of Q3 2026.
  • The GEO Group was a new Root Financial Partners position in Q3 2026.
  • The GEO Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2271 holding.
  • Root Financial Partners first reported a position in The GEO Group in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held The GEO Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.