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 |
|---|---|---|---|---|---|---|---|---|---|
| PEAPACK GLADSTONE FINL CORP | COM | 2901 | $8,000 | 526 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2020 |
| INVESTORS BANCORP INC NEW | COM | 2902 | $8,000 | 700 | 0.00 | 0.00 | -600 | -46.15 | 09-30-2018 |
| NOVABAY PHARMACEUTICALS INC | COM NEW | 2903 | $8,000 | 5,000 | 0.00 | 5,000 | +Inf | 06-30-2019 | |
| DENISON MINES CORP | COM | 2904 | $7,960 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
