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 |
|---|---|---|---|---|---|---|---|---|---|
| TASEKO MINES LTD | COM | 4351 | $1,000 | 2,000 | 0.00 | 2,000 | +Inf | 06-30-2019 | |
| RUTHS HOSPITALITY GROUP INC | COM | 4352 | $1,000 | 200 | 0.00 | 200 | +Inf | 03-31-2020 | |
| PLANTRONICS INC NEW | COM | 4353 | $1,000 | 45 | 0.00 | 0.00 | -868 | -95.07 | 09-30-2019 |
| PIERIS PHARMACEUTICALS INC | COM | 4354 | $1,000 | 300 | 0.00 | 300 | +Inf | 06-30-2017 |
