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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | S&P CHINA ETF | 4251 | $1,000 | 18 | 0.00 | 18 | +Inf | 09-30-2018 | |
| CAESARSTONE LTD | ORD SHS | 4252 | $1,000 | 100 | 0.00 | 100 | +Inf | 06-30-2020 | |
| ADVISORSHARES TR | NEWFLT MULSINC | 4253 | $1,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2019 |
| PROSHARES TR | MANAGED FUT | 4254 | $1,000 | 43 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2019 |
