Geneos Wealth Management’s SEI Select Emerging Markets Equity ETF SEEM Stock Holding History

Geneos Wealth Management’s Portfolio SEEM Stock Details SEEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-21,558	Closed	-$593K	–	3245
2025 Q2	$593K	Sell	21,558 -23,469	-52%	-$597K	0.01%	660
2025 Q1	$1.12M	Buy	45,027 +25,082	+126%	+$611K	0.02%	634
2024 Q4	$466K	Buy	+19,945	New	+$482K	0.02%	611

Other funds holding SEEM

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return

Geneos Wealth Management's SEEM Position: Q3 2025 in Review

Geneos Wealth Management sold out of SEI Select Emerging Markets Equity ETF (SEEM) in Q3 2025, closing a stake of 21,558 shares — an estimated $593K sold.

Geneos Wealth Management first reported a position in SEEM in Q4 2024 and held it in 3 quarters. The position peaked at $1.12M in Q1 2025. 31 funds tracked by Wall St. Rank hold SEEM as of Q3 2025.

Geneos Wealth Management reported no remaining SEI Select Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 21,558 SEI Select Emerging Markets Equity ETF shares in Q3 2025, an estimated $593K.
Geneos Wealth Management first reported a position in SEI Select Emerging Markets Equity ETF in Q4 2024 and held it in 3 quarters.
Geneos Wealth Management's SEI Select Emerging Markets Equity ETF position peaked at $1.12M in Q1 2025.
31 funds tracked by Wall St. Rank held SEI Select Emerging Markets Equity ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.