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 |
|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM ACTIVE ALLOC FD | COMMON STOCK | 2051 | $22,395 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FAIR ISAAC CORP | COM | 2052 | $22,330 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PIPER SANDLER COMPANIES | COM | 2053 | $22,326 | 97 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | INTERNTNL AI ENH | 2054 | $22,317 | 567 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
