GGM Wealth Advisors’s SEI Investments SEIC Stock Holding History

GGM Wealth Advisors’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	$202K	Hold	2,600	–	–	0.11%	129
2024 Q4	$216K	Buy	+2,600	New	+$204K	0.11%	129
2024 Q1	–	Sell	-5,700	Closed	-$364K	–	147
2023 Q4	$364K	Hold	5,700	–	–	0.15%	98
2023 Q3	$343K	Hold	5,700	–	–	0.15%	96
2023 Q2	$344K	Buy	+5,700	New	+$332K	0.14%	97
2023 Q1	–	Sell	-5,700	Closed	-$349K	–	117
2022 Q4	$349K	Hold	5,700	–	–	0.18%	90
2022 Q3	$279K	Hold	5,700	–	–	0.15%	105
2022 Q2	$303K	Hold	5,700	–	–	0.17%	102
2022 Q1	$336K	Buy	+5,700	New	+$339K	0.17%	105

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

GGM Wealth Advisors's SEIC Position: Q1 2025 in Review

GGM Wealth Advisors held its SEI Investments (SEIC) position steady in Q1 2025 at 2,600 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #129.

GGM Wealth Advisors first reported a position in SEIC in Q1 2022 and has held it in 9 quarters since. The position peaked at $364K in Q4 2023. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

GGM Wealth Advisors held 2,600 shares of SEI Investments worth $202K as of Q1 2025.
GGM Wealth Advisors left its SEI Investments share count unchanged in Q1 2025.
SEI Investments made up 0.11% of GGM Wealth Advisors's portfolio in Q1 2025, its #129 holding.
GGM Wealth Advisors first reported a position in SEI Investments in Q1 2022 and has held it in 9 quarters since.
GGM Wealth Advisors's SEI Investments position peaked at $364K in Q4 2023.
546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.