Geneos Wealth Management Inc. - AGF INVTS TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$757,401
+138.2%
38,137
+125.0%
0.04%
+129.4%
Q2 2023$317,982
-18.0%
16,950
-10.8%
0.02%
-29.2%
Q1 2023$387,641
+505.4%
19,002
+529.4%
0.02%
+500.0%
Q4 2022$64,0333,0190.00%
Other shareholders
AGF INVTS TR shareholders Q4 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 283,053$5,774,2814.88%
TMD Wealth Management, LLC 785,593$16,026,0894.52%
Fortis Group Advisors, LLC 452,330$9,476,3122.86%
Ethos Financial Group, LLC 423,522$8,638,8292.69%
Astoria Portfolio Advisors LLC. 276,338$5,692,5722.40%
AMJ Financial Wealth Management 167,554$3,418,1022.20%
WESPAC Advisors, LLC 104,390$2,129,5562.00%
AlphaQ Advisors LLC 103,527$2,111,9511.80%
Delos Wealth Advisors, LLC 69,476$1,417,3111.79%
Worth Asset Management, LLC 111,257$2,269,6421.72%
View complete list of AGF INVTS TR shareholders