AVANTAX ADVISORY SERVICES, INC. GEO — GEO GROUP INC NEW

Ownership history in AVANTAX ADVISORY SERVICES, INC.  ·  7 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported GEO GROUP INC NEW (GEO) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q1. The latest visible filing shows GEO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in GEO GROUP INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

GEO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GEO stock page AVANTAX ADVISORY SERVICES, INC. fund profile AVANTAX ADVISORY SERVICES, INC. full holdings
How AVANTAX ADVISORY SERVICES, INC. held GEO — position size vs. price
% of Fund (quarterly)    GEO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 5.1% -18.0% ✅ 9,505 -514 -5.1% 0.00% $278K 2025-05-06 $30.37
2024 Q4 REDUCED 23.4% +4.4% ❌ 10,019 -3,059 -23.4% 0.00% $280K 2025-02-10 $27.56
2024 Q3 UNCHANGED — — — 13,078 — 0% 0.00% $168K 2024-11-13 $25.47
2024 Q2 ADDED — — — 13,078 +502 +4.0% 0.00% $188K 2024-08-09 $12.22
2024 Q1 ADDED — — — 12,576 +2,010 +19.0% 0.00% $178K 2024-05-08 $13.60
2023 Q4 ADDED — — — 10,566 +259 +2.5% 0.00% $114K 2024-02-07 $11.45
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GEO

As of 2026 Q1 — sorted by position size

Appian Way Asset Management LP 3Y 0.88% Sterneck Capital Management, LLC 3Y 7Y 0.16% TECTONIC ADVISORS LLC 3Y 0.09% Daytona Street Capital LLC 0.04% State of Alaska, Department of Revenue 3Y 7Y 0.02% Inscription Capital, LLC 3Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.02% SG Americas Securities, LLC 3Y 7Y 0.02% Abound Wealth Management 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01%

FAQ About AVANTAX ADVISORY SERVICES, INC. and GEO

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning GEO?

AVANTAX ADVISORY SERVICES, INC. reported GEO across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported GEO position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for GEO was 0.00% in 2024 Q4.

What is the latest reported GEO position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 9,505 shares, equal to 0.00% of portfolio, with an estimated market value of $278K.

What does the chart on this GEO ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly GEO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AVANTAX ADVISORY SERVICES, INC. time their GEO position?

Based on 13F filing dates vs. subsequent GEO price moves, AVANTAX ADVISORY SERVICES, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GEO relative to SPY over the holding period was +52.6%.

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