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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-66	Closed	-$5.44K	–	1687
2024 Q4	$5.44K	Buy	+66	New	+$5.18K	﹤0.01%	1540

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's SEIC Position: Q1 2025 in Review

GeoWealth Management sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 66 shares — an estimated $5.44K sold.

GeoWealth Management first reported a position in SEIC in Q4 2024 and held it in 1 quarter. The position peaked at $5.44K in Q4 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

GeoWealth Management reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 66 SEI Investments shares in Q1 2025, an estimated $5.44K.
GeoWealth Management first reported a position in SEI Investments in Q4 2024 and held it in 1 quarter.
GeoWealth Management's SEI Investments position peaked at $5.44K in Q4 2024.
546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.