Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 07-23-2024 | 06-30-2024 | 2053 | 2,252,508,310 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP | COM | 1051 | $121,800 | 1,932 | 0.00 | 0.00 | 158 | 8.91 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 1052 | $121,188 | 1,815 | 0.00 | 0.00 | 105 | 6.14 | 06-30-2024 |
| NEWMONT CORP | COM | 1053 | $120,962 | 2,889 | 0.00 | 0.00 | 632 | 28.00 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 1054 | $120,832 | 2,302 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
