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
Q2
$1.47M Buy
45,000
+8,000
+22% +$261K 0.03% 452
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
$432K Buy
3,629
+591
+19% +$17.7K 0.01% 668
2024
Q4
$88.5K Buy
+3,038
New +$90.7K ﹤0.01% 1112

Other funds holding SELV

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

Geneos Wealth Management increased its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 22% in Q2 2026, buying an estimated $261K and bringing the position to 45,000 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #452.

Geneos Wealth Management first reported a position in SELV in Q4 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Geneos Wealth Management held 45,000 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $1.47M as of Q2 2026.
  • Geneos Wealth Management bought 8,000 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q2 2026, an estimated $261K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #452 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 5 quarters since.
  • 39 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

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