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 |
|---|---|---|---|---|---|---|---|---|---|
| MALIBU BOATS INC | COM CL A | 4751 | $526 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MANNKIND CORP | COM NEW | 4752 | $522 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| ADIENT PLC | ORD SHS | 4753 | $519 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SAREPTA THERAPEUTICS INC | COM | Liquidated | $0 | 0 | 0.00 | 4 | +Inf | 06-30-2024 |
