Geneos Wealth Management Inc. Timothy Plan U S Sm Cap Core E Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 6,559 shares of TPSC stock, worth $246,946. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,559

Previous 7,001 6.31%

Holding current value

$246,946

Previous $259,000 6.56%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$36.14 - $40.81 $15,973 - $18,038	-442 Reduced 6.31%	6,559 $242,000
Q1 2025 May 07, 2025	BUY	$36.14 - $40.81 $71,882 - $81,171	1,989 Added 39.68%	7,001 $259,000
Q4 2024 Jan 21, 2025	BUY	$38.17 - $42.95 $47,483 - $53,429	1,244 Added 33.01%	5,012 $195,000
Q3 2024 Nov 14, 2024	BUY	$34.95 - $39.2 $55,780 - $62,563	1,596 Added 73.48%	3,768 $146,000
Q2 2024 Jul 23, 2024	BUY	$33.89 - $36.6 $56,697 - $61,231	1,673 Added 335.27%	2,172 $77,000
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	$27.7 - $33.26 $2,382 - $2,860	86 New	86 $2,000

Others Institutions Holding TPSC

# of Institutions

Shares Held

2.71M

Call Options Held

Put Options Held

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About TIMOTHY PLAN U S SM CAP CORE E

Ticker TPSC
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Geneos Wealth Management Inc. Timothy Plan U S Sm Cap Core E Transaction History