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Geneos Wealth Management’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Geneos Wealth Management’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Buy
15,943
+2,276
+17% +$103K 0.02% 609
2026
Q1 		$580K Buy
13,667
+3,147
+30% +$137K 0.01% 645
2025
Q4 		$436K Buy
10,520
+1,109
+12% +$45.7K 0.01% 704
2025
Q3 		$391K Buy
9,411
+537
+6% +$21.8K 0.01% 722
2025
Q2 		$343K Buy
8,874
+2,315
+35% +$85.5K 0.01% 819
2025
Q1 		$243K Buy
6,559
+1,547
+31% +$60.2K 0.01% 842
2024
Q4 		$196K Buy
5,012
+1,244
+33% +$49.9K 0.01% 838
2024
Q3 		$147K Buy
3,768
+1,596
+73% +$59.8K 0.01% 858
2024
Q2 		$77.2K Buy
2,172
+1,673
+335% +$59.3K ﹤0.01% 939
2024
Q1 		$18.3K Buy
499
+158
+46% +$5.51K ﹤0.01% 1381
2023
Q4 		$12.1K Buy
341
+177
+108% +$5.63K ﹤0.01% 1502
2023
Q3 		$5.08K Buy
164
+78
+91% +$2.53K ﹤0.01% 1743
2023
Q2 		$2.74K Hold
86
– – ﹤0.01% 1880
2023
Q1 		$2.69K Hold
86
– – ﹤0.01% 1857
2022
Q4 		$2.62K Hold
86
– – ﹤0.01% 1840
2022
Q3 		$2K Buy
+86
New +$2.62K ﹤0.01% 1875

Other funds holding TPSC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 17% in Q2 2026, buying an estimated $103K and bringing the position to 15,943 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #609.

Geneos Wealth Management first reported a position in TPSC in Q3 2022 and has held it in 16 quarters since. 95 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

  • Geneos Wealth Management held 15,943 shares of Timothy Plan US Small Cap Core ETF worth $765K as of Q2 2026.
  • Geneos Wealth Management bought 2,276 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $103K.
  • Timothy Plan US Small Cap Core ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Geneos Wealth Management first reported a position in Timothy Plan US Small Cap Core ETF in Q3 2022 and has held it in 16 quarters since.
  • 95 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

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