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 |
|---|---|---|---|---|---|---|---|---|---|
| POOL CORP | COM | 4101 | $1,844 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNIVERSAL INS HLDGS INC | COM | 4102 | $1,838 | 98 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PRUDENTIAL PLC | ADR | 4103 | $1,814 | 99 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNITY SOFTWARE INC | COM | 4104 | $1,805 | 111 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
