Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 05-03-2024 | 03-31-2024 | 2121 | 2,183,786,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INVT QUALITY MUN T | COM | 1351 | $62,894 | 5,068 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLIANT ENERGY CORP | COM | 1352 | $62,747 | 1,245 | 0.00 | 0.00 | 5 | 0.40 | 03-31-2024 |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | 1353 | $62,529 | 827 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEW RESIDENTIAL INVT CORP | COM NEW | 1354 | $62,496 | 5,600 | 0.00 | 0.00 | -113 | -1.98 | 03-31-2024 |
