Geneos Wealth Management Inc. Timothy Plan U S Large/Mid Cap Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 167,712 shares of TPLC stock, worth $7.23 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
167,712
Previous 157,976
6.16%
Holding current value
$7.23 Million
Previous $6.65 Million
2.3%
% of portfolio
0.3%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding TPLC
# of Institutions
85Shares Held
3.09MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS400KShares$17.3 Million0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC240KShares$10.4 Million0.0% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI240KShares$10.4 Million3.2% of portfolio
-
O'Connor Financial Group LLC Quincy, IL198KShares$8.53 Million4.57% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA197KShares$8.51 Million1.46% of portfolio