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WealthPLAN Partners’s The GEO Group GEO Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-638
Closed -$4.57K – 616
2023
Q2 		$4.57K Hold
638
– – ﹤0.01% 930
2023
Q1 		$5.03K Buy
+638
New +$6.26K ﹤0.01% 999
2016
Q3 		$153K Sell
9,623
-9,348
-49% -$176K 0.05% 176
2016
Q2 		$219K Buy
+18,971
New +$418K 0.03% 353

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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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
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $312M AUM 30.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return