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 |
|---|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORP | COM | 1201 | $86,811 | 744 | 0.00 | 0.00 | -13 | -1.72 | 06-30-2024 |
| TRIMTABS ETF TR | FCF INTL QLTY ET | 1202 | $86,553 | 2,933 | 0.00 | 0.00 | -4,757 | -61.86 | 06-30-2024 |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 1203 | $86,379 | 2,447 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 1204 | $86,314 | 748 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
