GWM
TPIF icon

Geneos Wealth Management’s Timothy Plan International ETF TPIF Stock Holding History

Geneos Wealth Management’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Sell
40,802
-16,908
-29% -$618K 0.03% 412
2025
Q4 		$2M Buy
57,710
+4,111
+8% +$140K 0.05% 354
2025
Q3 		$1.79M Buy
53,599
+2,381
+5% +$78.1K 0.05% 372
2025
Q2 		$1.65M Buy
51,218
+30,730
+150% +$934K 0.04% 407
2025
Q1 		$589K Buy
20,488
+13,018
+174% +$364K 0.01% 833
2024
Q4 		$199K Buy
7,470
+1,985
+36% +$54.5K 0.01% 837
2024
Q3 		$158K Buy
5,485
+2,027
+59% +$56K 0.01% 838
2024
Q2 		$91.7K Buy
3,458
+2,400
+227% +$64.2K ﹤0.01% 893
2024
Q1 		$28.8K Buy
1,058
+337
+47% +$8.9K ﹤0.01% 1256
2023
Q4 		$19.1K Buy
721
+372
+107% +$9.1K ﹤0.01% 1375
2023
Q3 		$8.37K Buy
349
+156
+81% +$3.9K ﹤0.01% 1618
2023
Q2 		$4.87K Sell
193
-3,620
-95% -$91.1K ﹤0.01% 1750
2023
Q1 		$95.3K Hold
3,813
– – 0.01% 857
2022
Q4 		$88.7K Buy
3,813
+3,620
+1,876% +$80.9K 0.01% 861
2022
Q3 		$3K Buy
+193
New +$4.4K ﹤0.01% 1807

Other funds holding TPIF

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $244M AUM 13.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return