Geneos Wealth Management Inc. Timothy Plan High Divid Stk Et Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Timothy Plan High Divid Stk Et stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 32,073 shares of TPHD stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,073
Previous 29,537
8.59%
Holding current value
$1.21 Million
Previous $1.11 Million
4.76%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding TPHD
# of Institutions
77Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC417KShares$15.8 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS268KShares$10.1 Million0.37% of portfolio
-
Creative Financial Designs Inc213KShares$8.06 Million0.69% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY134KShares$5.07 Million1.84% of portfolio
-
Atria Investments LLC Charlotte, NC129KShares$4.89 Million0.06% of portfolio