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Geneos Wealth Management’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Geneos Wealth Management’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50,695
Closed -$1.88M – 3060
2025
Q2 		$1.88M Sell
50,695
-1,339
-3% -$47.3K 0.05% 379
2025
Q1 		$1.82M Buy
52,034
+36,062
+226% +$1.27M 0.06% 328
2024
Q4 		$558K Buy
+15,972
New +$568K 0.02% 557

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Geneos Wealth Management sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q3 2025, closing a stake of 50,695 shares — an estimated $1.88M sold.

Geneos Wealth Management first reported a position in SEIQ in Q4 2024 and held it in 3 quarters. The position peaked at $1.88M in Q2 2025. 49 funds tracked by Wall St. Rank hold SEIQ as of Q3 2025.

  • Geneos Wealth Management reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 50,695 SEI QiM U.S. Large Cap Quality Active ETF shares in Q3 2025, an estimated $1.88M.
  • Geneos Wealth Management first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $1.88M in Q2 2025.
  • 49 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q3 2025.

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