Geneos Wealth Management’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.2M Buy
+37,000
New +$1.22M 0.03% 466
2025
Q3
Sell
-9,092
Closed -$285K 3062
2025
Q2
$285K Buy
9,092
+5,463
+151% +$166K 0.01% 875
2025
Q1
$965K Buy
3,629
+591
+19% +$17.7K 0.01% 673
2024
Q4
$88.5K Buy
+3,038
New +$90.7K ﹤0.01% 1112

Other funds holding SELV

Geneos Wealth Management's SELV Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q1 2026: 37,000 shares worth $1.2M. The stake represents 0.03% of the portfolio and ranks #466 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in SELV as recently as Q2 2025.

Geneos Wealth Management first reported a position in SELV in Q4 2024 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SELV as of Q1 2026.

  • Geneos Wealth Management held 37,000 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $1.2M as of Q1 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF was a new Geneos Wealth Management position in Q1 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #466 holding.
  • Geneos Wealth Management first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q4 2024 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.