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 |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY OILFIELD SVCS INC | COM CL A | 4051 | $2,000 | 125 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2018 |
| NUTANIX INC | CL A | 4052 | $1,990 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CHARGEPOINT HOLDINGS INC | COM CL A | 4053 | $1,984 | 1,314 | 0.00 | 0.00 | -146 | -10.00 | 06-30-2024 |
| CITIZENS FINL GROUP INC | COM | 4054 | $1,982 | 55 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
