Geneos Wealth Management Inc. - TIMOTHY PLAN ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$5,081
+85.3%
164
+90.7%
0.00%
Q2 2023$2,742
+2.0%
860.0%0.00%
Q1 2023$2,689
+2.8%
860.0%0.00%
Q4 2022$2,617
+30.8%
860.0%0.00%
Q3 2022$2,000860.00%
Other shareholders
TIMOTHY PLAN shareholders Q4 2023
NameSharesValueWeighting ↓
Frontier Asset Management, LLC 104,403$3,710,0002.73%
Strategic Blueprint, LLC 36,917$1,312,0000.17%
EverSource Wealth Advisors, LLC 3,180$113,0000.03%
J.W. COLE ADVISORS, INC. 10,007$356,0000.02%
Sigma Planning Corp 23,669$841,0000.02%
NEXT Financial Group, Inc 1,765$63,0000.00%
Haverford Trust Co 7,000$249,0000.00%
Koshinski Asset Management, Inc. 337$11,976,0000.00%
American Portfolios Advisors 421$14,9610.00%
Asset Dedication, LLC 297$11,0000.00%
View complete list of TIMOTHY PLAN shareholders