GPW
SEIC icon

Genesis Private Wealth’s SEI Investments SEIC Stock Holding History

Genesis Private Wealth’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,235
Closed -$201K – 172
2025
Q2 		$201K Buy
+2,235
New +$180K 0.09% 152

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Genesis Private Wealth's SEIC Position: Q3 2025 in Review

Genesis Private Wealth sold out of SEI Investments (SEIC) in Q3 2025, closing a stake of 2,235 shares — an estimated $201K sold.

Genesis Private Wealth first reported a position in SEIC in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 548 funds tracked by Wall St. Rank hold SEIC as of Q3 2025.

  • Genesis Private Wealth reported no remaining SEI Investments position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 2,235 SEI Investments shares in Q3 2025, an estimated $201K.
  • Genesis Private Wealth first reported a position in SEI Investments in Q2 2025 and held it in 1 quarter.
  • Genesis Private Wealth's SEI Investments position peaked at $201K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held SEI Investments as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.