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Wealthspire Advisors (Maryland)’s The GEO Group GEO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-135
Closed -$3K – 1052
2019
Q1 		$3K Buy
135
+104
+335% +$2.23K ﹤0.01% 1999
2018
Q4 		$1K Hold
31
– – ﹤0.01% 2266
2018
Q3 		$1K Hold
31
– – ﹤0.01% 2282
2018
Q2 		$1K Sell
31
-2,077
-99% -$49.5K ﹤0.01% 2307
2018
Q1 		$43K Buy
2,108
+204
+11% +$4.43K ﹤0.01% 1037
2017
Q4 		$45K Buy
1,904
+159
+9% +$4.04K ﹤0.01% 1046
2017
Q3 		$47K Buy
1,745
+1,687
+2,909% +$46.6K 0.01% 1006
2017
Q2 		$2K Sell
58
-1
-2% -$31 ﹤0.01% 1984
2017
Q1 		$2K Hold
59
– – ﹤0.01% 1688
2016
Q4 		$1K Buy
+59
New +$1.15K ﹤0.01% 1644

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GEO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of The GEO Group (GEO) in Q2 2019, closing a stake of 135 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in GEO in Q4 2016 and held it in 10 quarters. The position peaked at $47K in Q3 2017. 240 funds tracked by Wall St. Rank hold GEO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining The GEO Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 135 The GEO Group shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in The GEO Group in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s The GEO Group position peaked at $47K in Q3 2017.
  • 240 funds tracked by Wall St. Rank held The GEO Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.