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 |
|---|---|---|---|---|---|---|---|---|---|
| UBS AG LONDON BRANCH | ETRACS WF BUS DE | 3901 | $2,000 | 200 | 0.00 | 200 | +Inf | 09-30-2020 | |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | 3902 | $2,000 | 16 | 0.00 | 16 | +Inf | 09-30-2018 | |
| TERRENO RLTY CORP | COM | 3903 | $2,000 | 76 | 0.00 | 76 | +Inf | 09-30-2018 |
