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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 1851 | $29,694 | 715 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LTC PPTYS INC | COM | 1852 | $29,325 | 850 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | DWA FINL MUMT | 1853 | $29,304 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GENERAC HLDGS INC | COM | 1854 | $29,221 | 221 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
