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 |
|---|---|---|---|---|---|---|---|---|---|
| QORVO INC | COM | 851 | $206,809 | 1,801 | 0.00 | 0.00 | -1 | -0.06 | 03-31-2024 |
| TIDAL ETF TR | RPAR RISK PARI | 852 | $205,168 | 10,647 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DOCUSIGN INC | COM | 853 | $205,090 | 3,444 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 854 | $205,066 | 2,468 | 0.00 | 0.00 | -806 | -24.62 | 03-31-2024 |
