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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNDAX PHARMACEUTICALS INC | COM | 3451 | $4,000 | 470 | 0.00 | 470 | +Inf | 03-31-2020 | |
| PAYSIGN INC | COM | 3452 | $4,000 | 500 | 0.00 | 500 | +Inf | 09-30-2019 | |
| MORGAN STANLEY EMERGING MKTS | COM | 3453 | $4,000 | 650 | 0.00 | 650 | +Inf | 06-30-2019 | |
| INVESCO BD FD | COM | 3454 | $4,000 | 250 | 0.00 | 250 | +Inf | 06-30-2019 |
