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 |
|---|---|---|---|---|---|---|---|---|---|
| DBX ETF TR | XTRCK BLOMBRG BA | 3851 | $2,000 | 114 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2019 |
| VICTORY PORTFOLIOS II | VICTORYSHS INTL | 3852 | $2,000 | 72 | 0.00 | 72 | +Inf | 09-30-2020 | |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 3853 | $2,000 | 42 | 0.00 | 42 | +Inf | 09-30-2020 | |
| MOBILE TELESYSTEMS PJSC | SPONSORED ADR | 3854 | $2,000 | 240 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2018 |
