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 |
|---|---|---|---|---|---|---|---|---|---|
| BITFARMS LTD | COM | 2951 | $7,482 | 2,900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TEKLA WORLD HEALTHCARE FD | BEN INT SHS | 2952 | $7,418 | 565 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FLEX LTD | ORD | 2953 | $7,373 | 250 | 0.00 | 0.00 | -99 | -28.37 | 06-30-2024 |
| WESTERN UN CO | COM | 2954 | $7,370 | 603 | 0.00 | 0.00 | 21 | 3.61 | 06-30-2024 |
