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 |
|---|---|---|---|---|---|---|---|---|---|
| SIEBERT FINL CORP | COM | 2701 | $10,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2018 |
| MAGNACHIP SEMICONDUCTOR CORP | COM | 2702 | $10,000 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2018 | |
| CHANGE HEALTHCARE INC | COM | 2703 | $10,000 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2020 | |
| WHOLE EARTH BRANDS INC | COM CL A | 2704 | $10,000 | 1,250 | 0.00 | 1,250 | +Inf | 09-30-2020 |
