Geneos Wealth Management Inc. Timothy Plan U S Sm Cap Core E Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
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 8,874 shares of TPSC stock, worth $349,635. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,874
Previous 6,559
35.3%
Holding current value
$349,635
Previous $242,000
41.74%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding TPSC
# of Institutions
76Shares Held
3.05MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC380KShares$15 Million0.01% of portfolio
-
Christian Investment Advisors, Inc. New Braunfels, TX274KShares$10.8 Million7.34% of portfolio
-
Bare Financial Services, Inc Gap, PA234KShares$9.23 Million3.06% of portfolio
-
Creative Financial Designs Inc206KShares$8.12 Million0.62% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA186KShares$7.33 Million1.2% of portfolio