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 |
|---|---|---|---|---|---|---|---|---|---|
| FERROGLOBE PLC | SHS | 1951 | $25,000 | 3,100 | 0.00 | 3,100 | +Inf | 09-30-2018 | |
| PTC THERAPEUTICS INC | COM | 1952 | $25,000 | 942 | 0.00 | 942 | +Inf | 03-31-2018 | |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 1953 | $24,946 | 429 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GLOBAL X FDS | AUTONMOUS EV ETF | 1954 | $24,946 | 1,062 | 0.00 | 0.00 | -200 | -15.85 | 06-30-2024 |
