Geneos Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.21M | Sell |
182,930
-200,348
| -52% | -$9M | 0.2% | 128 |
|
2025
Q1 | $16.3M | Buy |
383,278
+208,497
| +119% | +$8.85M | 0.23% | 106 |
|
2024
Q4 | $7.49M | Buy |
174,781
+501
| +0.3% | +$21.5K | 0.26% | 85 |
|
2024
Q3 | $7.67M | Buy |
174,280
+6,568
| +4% | +$289K | 0.29% | 78 |
|
2024
Q2 | $6.81M | Buy |
167,712
+9,736
| +6% | +$395K | 0.3% | 79 |
|
2024
Q1 | $6.65M | Buy |
157,976
+156,418
| +10,040% | +$6.59M | 0.3% | 74 |
|
2023
Q4 | $59.5K | Buy |
1,558
+795
| +104% | +$30.4K | ﹤0.01% | 1011 |
|
2023
Q3 | $26.3K | Buy |
763
+358
| +88% | +$12.3K | ﹤0.01% | 1286 |
|
2023
Q2 | $14.6K | Sell |
405
-587
| -59% | -$21.1K | ﹤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 | +$12K | ﹤0.01% | 1476 |
|