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

May 03, 2024

BUY
$37.37 - $42.11 $5.85 Million - $6.59 Million
156,418 Added 10039.67%
157,976 $6.65 Million
Q4 2023

Jan 26, 2024

BUY
$32.69 - $38.36 $25,988 - $30,496
795 Added 104.19%
1,558 $59,000
Q3 2023

Oct 11, 2023

BUY
$34.29 - $37.08 $12,275 - $13,274
358 Added 88.4%
763 $26,000
Q2 2023

Aug 08, 2023

SELL
$33.24 - $35.98 $19,511 - $21,120
-587 Reduced 59.17%
405 $14,000
Q1 2023

Apr 25, 2023

BUY
$32.74 - $36.11 $19,218 - $21,196
587 Added 144.94%
992 $34,000
Q3 2022

Nov 14, 2022

BUY
N/A
405 New
405 $12,000

Others Institutions Holding TPLC

About TIMOTHY PLAN U S LARGE/MID CAP


  • Ticker TPLC
  • Sector ETFs
  • Industry ETFs
More about TPLC
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.