GWM
SEIE

Geneos Wealth Management’s SEI Select International Equity ETF SEIE Stock Holding History

Geneos Wealth Management’s Portfolio SEIE Stock Details SEIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-54,723
Closed -$1.61M – 3246
2025
Q2 		$1.61M Sell
54,723
-61,840
-53% -$1.7M 0.04% 412
2025
Q1 		$3.06M Buy
116,563
+66,781
+134% +$1.71M 0.04% 393
2024
Q4 		$1.19M Buy
+49,782
New +$1.22M 0.04% 375

Other funds holding SEIE

STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AR
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SWM
Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

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

Geneos Wealth Management sold out of SEI Select International Equity ETF (SEIE) in Q3 2025, closing a stake of 54,723 shares — an estimated $1.61M sold.

Geneos Wealth Management first reported a position in SEIE in Q4 2024 and held it in 3 quarters. The position peaked at $3.06M in Q1 2025. 40 funds tracked by Wall St. Rank hold SEIE as of Q3 2025.

  • Geneos Wealth Management reported no remaining SEI Select International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 54,723 SEI Select International Equity ETF shares in Q3 2025, an estimated $1.61M.
  • Geneos Wealth Management first reported a position in SEI Select International Equity ETF in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's SEI Select International Equity ETF position peaked at $3.06M in Q1 2025.
  • 40 funds tracked by Wall St. Rank held SEI Select International Equity ETF as of Q3 2025.

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