Geneos Wealth Management Inc. Timothy Plan U S Large/Mid Cap Call Options Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TPLC
# of Institutions
93Shares Held
3.21MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX618KShares$28.8 Million19.2% of portfolio
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Lpl Financial LLC Fort Mill, SC279KShares$13 Million0.0% of portfolio
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Bare Financial Services, Inc Gap, PA267KShares$12.4 Million4.04% of portfolio
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Ambassador Advisors, LLC Lancaster, PA190KShares$8.86 Million1.42% of portfolio
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Silver Oak Securities, Inc Jackson, TN151KShares$7.05 Million0.6% of portfolio