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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRSTCASH HOLDINGS INC | COM | 4151 | $1,403 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| AMPHENOL CORP NEW | CL A | 4152 | $1,384 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INTL T | Liquidated | $0 | 0 | 0.00 | 59 | +Inf | 03-31-2024 | |
| NRG ENERGY INC | COM NEW | 4154 | $1,354 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
