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 |
|---|---|---|---|---|---|---|---|---|---|
| AMCOR PLC | ORD | 4651 | $770 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMICUS THERAPEUTICS INC | COM | 4652 | $766 | 65 | 0.00 | 65 | +Inf | 03-31-2024 | |
| CHICOS FAS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PLANET FITNESS INC | CL A | 4654 | $752 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
