Geneos Wealth Management Inc. Timothy Plan U S Large/Mid Cap Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 174,280 shares of TPLC stock, worth $7.7 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
174,280
Previous 167,712
3.92%
Holding current value
$7.7 Million
Previous $6.81 Million
12.65%
% of portfolio
0.29%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding TPLC
# of Institutions
91Shares Held
3.24MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS404KShares$17.8 Million0.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC244KShares$10.8 Million0.0% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI240KShares$10.6 Million3.2% of portfolio
-
Bare Financial Services, Inc Gap, PA202KShares$8.91 Million3.65% of portfolio
-
O'Connor Financial Group LLC Quincy, IL198KShares$8.73 Million4.57% of portfolio