GRP
SEI

Global Retirement Partners’s Solaris Energy Infrastructure SEI Stock Holding History

Global Retirement Partners’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,350
Closed -$180K – 4051
2025
Q2 		$180K Buy
+6,350
New +$150K ﹤0.01% 1149
2024
Q4 		$115K Buy
+4,004
New +$79.6K ﹤0.01% 1201

Other funds holding SEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Global Retirement Partners's SEI Position: Q3 2025 in Review

Global Retirement Partners sold out of Solaris Energy Infrastructure (SEI) in Q3 2025, closing a stake of 6,350 shares — an estimated $180K sold.

Global Retirement Partners first reported a position in SEI in Q4 2024 and held it in 2 quarters. The position peaked at $180K in Q2 2025. 274 funds tracked by Wall St. Rank hold SEI as of Q3 2025.

  • Global Retirement Partners reported no remaining Solaris Energy Infrastructure position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 6,350 Solaris Energy Infrastructure shares in Q3 2025, an estimated $180K.
  • Global Retirement Partners first reported a position in Solaris Energy Infrastructure in Q4 2024 and held it in 2 quarters.
  • Global Retirement Partners's Solaris Energy Infrastructure position peaked at $180K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.