Geneos Wealth Management’s SEI Select Small Cap ETF SEIS Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIS
Geneos Wealth Management's SEIS Position: Q3 2026 in Review
Geneos Wealth Management opened a new position in SEI Select Small Cap ETF (SEIS) in Q3 2026: 21,685 shares worth $676K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in SEIS as recently as Q2 2025.
Geneos Wealth Management first reported a position in SEIS in Q4 2024 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold SEIS as of Q3 2026.
- Geneos Wealth Management held 21,685 shares of SEI Select Small Cap ETF worth $676K as of Q3 2026.
- SEI Select Small Cap ETF was a new Geneos Wealth Management position in Q3 2026.
- SEI Select Small Cap ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #698 holding.
- Geneos Wealth Management first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 4 quarters since.
- 37 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q3 2026.
Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.