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 |
|---|---|---|---|---|---|---|---|---|---|
| HANCOCK JOHN INVT TR | TAX ADV GLB SH | 3251 | $5,000 | 800 | 0.00 | 800 | +Inf | 03-31-2019 | |
| DIREXION SHS ETF TR | DLY UTLTIES 3X | 3252 | $5,000 | 206 | 0.00 | 206 | +Inf | 09-30-2018 | |
| DIREXION SHS ETF TR | DLY FIN BULL NEW | 3253 | $5,000 | 82 | 0.00 | 82 | +Inf | 09-30-2018 | |
| VEONEER INC | COM | 3254 | $5,000 | 102 | 0.00 | 102 | +Inf | 09-30-2018 |
