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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
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

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Geneos Wealth Management's SEIX Position: Q2 2026 in Review

Geneos Wealth Management reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 56% in Q2 2026, selling an estimated $8.2K and leaving 276 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

Geneos Wealth Management first reported a position in SEIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $52K in Q3 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Geneos Wealth Management held 276 shares of Virtus SEIX Senior Loan ETF worth $6.38K as of Q2 2026.
  • Geneos Wealth Management sold 353 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $8.2K.
  • Virtus SEIX Senior Loan ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2120 holding.
  • Geneos Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $52K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.