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

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

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 5,012 shares of TPSC stock, worth $201,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,012

Previous 3,768 33.01%

Holding current value

$201,833

Previous $146,000 33.56%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1.58M

Call Options Held

Put Options Held

View Full List

About TIMOTHY PLAN U S SM CAP CORE E

Ticker TPSC
Sector ETFs
Industry ETFs

More about TPSC

Track This Portfolio

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.

Account

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