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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GL CLEAN ENE ETF | 501 | $657,395 | 49,354 | 0.00 | 0.00 | 368 | 0.75 | 06-30-2024 |
| OREILLY AUTOMOTIVE INC | COM | 502 | $656,869 | 622 | 0.00 | 0.00 | 7 | 1.14 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 503 | $652,726 | 6,670 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 504 | $651,395 | 5,345 | 0.00 | 0.00 | 99 | 1.89 | 06-30-2024 |
