Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 05-03-2024 | 03-31-2024 | 2121 | 2,183,786,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REATA PHARMACEUTICALS INC | CL A | 3701 | $3,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| EASTGROUP PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHA METALLURGICAL RESOUR I | COM | 3703 | $2,981 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACER FDS TR | BNCHMRK INDSTR | 3704 | $2,981 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
