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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$33.46 - $36.69 $5,286 - $5,797
158 Added 46.33%
499 $18,000
Q4 2023

Jan 26, 2024

BUY
$29.05 - $35.84 $5,141 - $6,343
177 Added 107.93%
341 $12,000
Q3 2023

Oct 11, 2023

BUY
$30.61 - $33.8 $2,387 - $2,636
78 Added 90.7%
164 $5,000
Q3 2022

Nov 14, 2022

BUY
N/A
86 New
86 $2,000

Others Institutions Holding TPSC

About TIMOTHY PLAN U S SM CAP CORE E


  • Ticker TPSC
  • Sector ETFs
  • Industry ETFs
More about TPSC
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.