GWSG
SEIC icon

GPS Wealth Strategies Group’s SEI Investments SEIC Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-1
Closed -$85 – 1406
2025
Q3 		$85 Hold
1
– – ﹤0.01% 1631
2025
Q2 		$90 Hold
1
– – ﹤0.01% 1599
2025
Q1 		$78 Buy
+1
New +$80 ﹤0.01% 1468
2021
Q3 		– Sell
-81
Closed -$5K – 1066
2021
Q2 		$5K Buy
+81
New +$5.05K ﹤0.01% 868

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GPS Wealth Strategies Group's SEIC Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 1 share — an estimated $85 sold.

GPS Wealth Strategies Group first reported a position in SEIC in Q2 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1 SEI Investments share in Q4 2025, an estimated $85.
  • GPS Wealth Strategies Group first reported a position in SEI Investments in Q2 2021 and held it in 4 quarters.
  • GPS Wealth Strategies Group's SEI Investments position peaked at $5K in Q2 2021.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.