Geneos Wealth Management Inc. Timothy Plan U S Large/Mid Cap 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 Large/Mid Cap stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 174,781 shares of TPLC stock, worth $7.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

174,781

Previous 174,280 0.29%

Holding current value

$7.8 Million

Previous $7.67 Million 2.36%

% of portfolio

0.27%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$42.7 - $46.33 $21,392 - $23,211	501 Added 0.29%	174,781 $7.49 Million
Q3 2024 Nov 14, 2024	BUY	$39.98 - $43.99 $262,588 - $288,926	6,568 Added 3.92%	174,280 $7.67 Million
Q2 2024 Jul 23, 2024	BUY	$39.41 - $41.76 $383,695 - $406,575	9,736 Added 6.16%	167,712 $6.81 Million
Q1 2024 May 03, 2024	BUY	$37.37 - $42.11 $5.85 Million - $6.59 Million	156,418 Added 10039.67%	157,976 $6.65 Million
Q4 2023 Jan 26, 2024	BUY	$32.69 - $38.36 $25,988 - $30,496	795 Added 104.19%	1,558 $59,000
Q3 2023 Oct 11, 2023	BUY	$34.29 - $37.08 $12,275 - $13,274	358 Added 88.4%	763 $26,000
Q2 2023 Aug 08, 2023	SELL	$33.24 - $35.98 $19,511 - $21,120	-587 Reduced 59.17%	405 $14,000
Q1 2023 Apr 25, 2023	BUY	$32.74 - $36.11 $19,218 - $21,196	587 Added 144.94%	992 $34,000
Q3 2022 Nov 14, 2022	BUY	$30.15 - $35.75 $12,210 - $14,478	405 New	405 $12,000

Others Institutions Holding TPLC

# of Institutions

Shares Held

3.17M

Call Options Held

Put Options Held

View Full List

About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
Sector ETFs
Industry ETFs

More about TPLC

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 Large/Mid Cap Transaction History