Geneos Wealth Management Inc. - TIMOTHY PLAN ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$26,301
+80.5%
763
+88.4%
0.00%0.0%
Q2 2023$14,572
-57.4%
405
-59.2%
0.00%
-50.0%
Q1 2023$34,174
+151.9%
992
+144.9%
0.00%
+100.0%
Q4 2022$13,568
+13.1%
4050.0%0.00%0.0%
Q3 2022$12,0004050.00%
Other shareholders
TIMOTHY PLAN shareholders Q4 2023
NameSharesValueWeighting ↓
HILL ISLAND FINANCIAL LLC 332,263$11,130,8044.83%
Faithward Advisors, LLC 541,552$18,141,9923.94%
Legacy Wealth Asset Management, LLC 44,232$1,481,7640.56%
CreativeOne Wealth, LLC 270,188$9,0510.50%
WIN ADVISORS, INC 37,528$1,257,1940.47%
LVZ, Inc. 81,746$2,738,4810.43%
Frontier Asset Management, LLC 17,288$579,1450.26%
J.W. COLE ADVISORS, INC. 80,958$2,712,1240.21%
OneAscent Financial Services LLC 10,347$3470.15%
TrueWealth Advisors, LLC 10,032$336,0720.15%
View complete list of TIMOTHY PLAN shareholders