GWM
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GK Wealth Management’s SEI Investments SEIC Stock Holding History

GK Wealth 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
2026
Q3 		$160K Buy
+1,556
New +$161K 0.09% 207

Other funds holding SEIC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GK Wealth Management's SEIC Position: Q3 2026 in Review

GK Wealth Management opened a new position in SEI Investments (SEIC) in Q3 2026: 1,556 shares worth $160K. The stake represents 0.09% of the portfolio and ranks #207 among its holdings.

20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • GK Wealth Management held 1,556 shares of SEI Investments worth $160K as of Q3 2026.
  • SEI Investments was a new GK Wealth Management position in Q3 2026.
  • SEI Investments made up 0.09% of GK Wealth Management's portfolio in Q3 2026, its #207 holding.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.