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Geneos Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Geneos Wealth Management’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.77M Buy
194,043
+2,742
+1% +$134K 0.2% 116
2026
Q1 		$8.88M Buy
191,301
+7,009
+4% +$333K 0.21% 111
2025
Q4 		$8.38M Buy
184,292
+1,875
+1% +$85.7K 0.2% 125
2025
Q3 		$8.45M Sell
182,417
-513
-0.3% -$23.4K 0.21% 123
2025
Q2 		$8.21M Buy
182,930
+5,706
+3% +$244K 0.2% 128
2025
Q1 		$7.52M Buy
177,224
+2,443
+1% +$106K 0.25% 97
2024
Q4 		$7.49M Buy
174,781
+501
+0.3% +$22.3K 0.26% 85
2024
Q3 		$7.67M Buy
174,280
+6,568
+4% +$276K 0.29% 78
2024
Q2 		$6.81M Buy
167,712
+9,736
+6% +$396K 0.3% 79
2024
Q1 		$6.65M Buy
157,976
+156,418
+10,040% +$6.16M 0.3% 74
2023
Q4 		$59.5K Buy
1,558
+795
+104% +$28.1K ﹤0.01% 1011
2023
Q3 		$26.3K Buy
763
+358
+88% +$12.9K ﹤0.01% 1286
2023
Q2 		$14.6K Sell
405
-587
-59% -$20.1K ﹤0.01% 1472
2023
Q1 		$34.2K Buy
992
+587
+145% +$20.2K ﹤0.01% 1183
2022
Q4 		$13.6K Hold
405
– – ﹤0.01% 1450
2022
Q3 		$12K Buy
+405
New +$13.4K ﹤0.01% 1476

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneos Wealth Management's TPLC Position: Q2 2026 in Review

Geneos Wealth Management increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 1.4% in Q2 2026, buying an estimated $134K and bringing the position to 194,043 shares worth $9.77M. The position accounts for 0.2% of the portfolio, ranked #116.

Geneos Wealth Management first reported a position in TPLC in Q3 2022 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • Geneos Wealth Management held 194,043 shares of Timothy Plan US Large/Mid Cap Core ETF worth $9.77M as of Q2 2026.
  • Geneos Wealth Management bought 2,742 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $134K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.2% of Geneos Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Geneos Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2022 and has held it in 16 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.