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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P 500 DV ARIST | 301 | $1,635,033 | 16,123 | 0.00 | 0.00 | 1,880 | 13.20 | 03-31-2024 |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | 302 | $1,615,948 | 57,816 | 0.00 | 0.00 | 5,744 | 11.03 | 03-31-2024 |
| LOWES COS INC | COM | 303 | $1,608,386 | 6,314 | 0.00 | 0.00 | -302 | -4.56 | 03-31-2024 |
| INTEL CORP | COM | 304 | $1,605,580 | 36,350 | 0.00 | 0.00 | -1,389 | -3.68 | 03-31-2024 |
