Geneos Wealth Management Inc. Timothy Plan High Divid Stk Et Call Options Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TPHD
# of Institutions
92Shares Held
3.31MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX556KShares$21.5 Million14.52% of portfolio
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Lpl Financial LLC Fort Mill, SC459KShares$17.8 Million0.01% of portfolio
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One Ascent Financial Services LLC Birmingham, AL163KShares$6.32 Million0.44% of portfolio
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Cwm, LLC152KShares$5.88 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN126KShares$4.88 Million0.0% of portfolio