GCM
SEI

Gunderson Capital Management’s Solaris Energy Infrastructure SEI Stock Holding History

Gunderson Capital Management’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
2026
Q2 		$4.85M Sell
60,248
-60
-0.1% -$4.29K 1.31% 29
2026
Q1 		$3.41M Buy
+60,308
New +$3.26M 1.42% 31

Other funds holding SEI

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Gunderson Capital Management's SEI Position: Q2 2026 in Review

Gunderson Capital Management reduced its Solaris Energy Infrastructure (SEI) stake by 0.1% in Q2 2026, selling an estimated $4.29K and leaving 60,248 shares worth $4.85M. The position accounts for 1.31% of the portfolio, ranked #29.

Gunderson Capital Management first reported a position in SEI in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Gunderson Capital Management held 60,248 shares of Solaris Energy Infrastructure worth $4.85M as of Q2 2026.
  • Gunderson Capital Management sold 60 Solaris Energy Infrastructure shares in Q2 2026, an estimated $4.29K.
  • Solaris Energy Infrastructure made up 1.31% of Gunderson Capital Management's portfolio in Q2 2026, its #29 holding.
  • Gunderson Capital Management first reported a position in Solaris Energy Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.