Geneos Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.51K	Buy	281 +5	+2%	+$116	﹤0.01%	2549
2026 Q2	$6.38K	Sell	276 -353	-56%	-$8.2K	﹤0.01%	2120
2026 Q1	$14.5K	Buy	629 +9	+1%	+$209	﹤0.01%	1884
2025 Q4	$14.5K	Sell	620 -1,582	-72%	-$37.1K	﹤0.01%	1850
2025 Q3	$52K	Buy	+2,202	New	+$52K	﹤0.01%	1374

Other funds holding SEIX

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Geneos Wealth Management's SEIX Position: Q3 2026 in Review

Geneos Wealth Management increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 1.8% in Q3 2026, buying an estimated $116 and bringing the position to 281 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Geneos Wealth Management first reported a position in SEIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $52K in Q3 2025. 44 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

Geneos Wealth Management held 281 shares of Virtus SEIX Senior Loan ETF worth $6.51K as of Q3 2026.
Geneos Wealth Management bought 5 Virtus SEIX Senior Loan ETF shares in Q3 2026, an estimated $116.
Virtus SEIX Senior Loan ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2549 holding.
Geneos Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q3 2025 and has held it in 5 quarters since.
Geneos Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $52K in Q3 2025.
44 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.