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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 2451 | $13,865 | 295 | 0.00 | 295 | +Inf | 06-30-2024 | |
| KOSMOS ENERGY LTD | COM | 2452 | $13,850 | 2,500 | 0.00 | 2,500 | +Inf | 06-30-2024 | |
| CONSTRUCTION PARTNERS INC | COM CL A | 2453 | $13,803 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 2454 | $13,670 | 555 | 0.00 | 555 | +Inf | 06-30-2024 |
