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 |
|---|---|---|---|---|---|---|---|---|---|
| PGT INNOVATIONS INC | COM | 2151 | $20,000 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2018 | |
| STEEL DYNAMICS INC | COM | 2152 | $19,943 | 154 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 2153 | $19,869 | 420 | 0.00 | 0.00 | -242 | -36.56 | 06-30-2024 |
| CHESAPEAKE ENERGY CORP | COM | 2154 | $19,643 | 239 | 0.00 | 0.00 | 100 | 71.94 | 06-30-2024 |
