GWM
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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
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 Sell
182,930
-200,348
-52% -$8.56M 0.2% 128
2025
Q1 		$16.3M Buy
383,278
+208,497
+119% +$9.09M 0.23% 106
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

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return