Geneos Wealth Management Inc. Timothy Plan U S Sm Cap Core E Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Timothy Plan U S Sm Cap Core E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 499 shares of TPSC stock, worth $17,440. This represents 0.0% of its overall portfolio holdings.
Number of Shares
499
Previous 341
46.33%
Holding current value
$17,440
Previous $12,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TPSC
# of Institutions
50Shares Held
1.52MCall Options Held
0Put Options Held
0-
Ambassador Advisors, LLC Lancaster, PA192KShares$6.69 Million1.29% of portfolio
-
Creative Financial Designs Inc165KShares$5.78 Million0.58% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL157KShares$5.48 Million0.64% of portfolio
-
O'Connor Financial Group LLC Quincy, IL151KShares$5.26 Million3.29% of portfolio
-
Atria Investments LLC Charlotte, NC124KShares$4.34 Million0.07% of portfolio