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 |
|---|---|---|---|---|---|---|---|---|---|
| VEONEER INC | COM | 3251 | $5,000 | 102 | 0.00 | 102 | +Inf | 09-30-2018 | |
| HILTON GRAND VACATIONS INC | COM | 3252 | $5,000 | 290 | 0.00 | 290 | +Inf | 03-31-2020 |
