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

Tradition 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
2021
Q4 		– Sell
-560
Closed -$4K – 1197
2021
Q3 		$4K Buy
+560
New +$4.12K ﹤0.01% 1073
2021
Q2 		– Sell
-1,906
Closed -$15K – 1177
2021
Q1 		$15K Buy
1,906
+874
+85% +$7.18K ﹤0.01% 692
2020
Q4 		$9K Buy
+1,032
New +$9.89K ﹤0.01% 761

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Tradition Wealth Management's GEO Position: Q4 2021 in Review

Tradition Wealth Management sold out of The GEO Group (GEO) in Q4 2021, closing a stake of 560 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in GEO in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 202 funds tracked by Wall St. Rank hold GEO as of Q4 2021.

  • Tradition Wealth Management reported no remaining The GEO Group position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 560 The GEO Group shares in Q4 2021, an estimated $4K.
  • Tradition Wealth Management first reported a position in The GEO Group in Q4 2020 and held it in 3 quarters.
  • Tradition Wealth Management's The GEO Group position peaked at $15K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held The GEO Group as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.