Geneos Wealth Management Inc. Timothy Plan U S Large/Mid Cap 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 Large/Mid Cap stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 157,976 shares of TPLC stock, worth $6.38 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
157,976
Previous 1,558
10039.67%
Holding current value
$6.38 Million
Previous $59,000
11174.58%
% of portfolio
0.31%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding TPLC
# of Institutions
77Shares Held
3MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS435KShares$17.6 Million0.73% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA248KShares$10 Million1.91% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI235KShares$9.51 Million3.27% of portfolio
-
O'Connor Financial Group LLC Quincy, IL215KShares$8.69 Million5.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$7.57 Million0.0% of portfolio