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GeoWealth Management’s SEI Investments SEIC Stock Holding History

GeoWealth Management’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-66
Closed -$5.44K – 1693
2024
Q4 		$5.44K Buy
+66
New +$5.44K ﹤0.01% 1540