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 |
|---|---|---|---|---|---|---|---|---|---|
| OVINTIV INC | COM | 1451 | $53,603 | 1,144 | 0.00 | 0.00 | 282 | 32.71 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 1452 | $53,452 | 1,400 | 0.00 | 0.00 | 514 | 58.01 | 06-30-2024 |
| SPDR INDEX SHS FDS | S&P INTL ETF | 1453 | $53,301 | 1,548 | 0.00 | 0.00 | -1,126 | -42.11 | 06-30-2024 |
| NORTHERN LTS FD TR IV | INSPIRE SML/ MID | 1454 | $53,157 | 1,535 | 0.00 | 0.00 | 79 | 5.43 | 06-30-2024 |
