Geneos Wealth Management Inc. Timothy Plan U S Large/Mid Cap Call Options Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TPLC
# of Institutions
96Shares Held
3.04MCall Options Held
0Put Options Held
0-
Christian Investment Advisors, Inc. New Braunfels, TX499KShares$22.5 Million18.54% of portfolio
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Lpl Financial LLC Fort Mill, SC297KShares$13.4 Million0.0% of portfolio
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Bare Financial Services, Inc Gap, PA199KShares$9 Million2.76% of portfolio
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Ambassador Advisors, LLC Lancaster, PA189KShares$8.54 Million1.47% of portfolio
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Ameriprise Financial Inc Minneapolis, MN119KShares$5.35 Million0.0% of portfolio