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 |
|---|---|---|---|---|---|---|---|---|---|
| VILLAGE FARMS INTL INC | COM | 4351 | $1,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2019 |
| TTEC HLDGS INC | COM | 4352 | $1,000 | 44 | 0.00 | 44 | +Inf | 03-31-2020 | |
| TRANSALTA CORP | COM | 4353 | $1,000 | 160 | 0.00 | 160 | +Inf | 06-30-2017 | |
| TASEKO MINES LTD | COM | 4354 | $1,000 | 2,000 | 0.00 | 2,000 | +Inf | 06-30-2019 |
