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Sei Exchange Traded Funds shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEEM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $593k 22k 27.51
2025-03-31 $531k 21k 24.77
2024-12-31 $466k 20k 23.34

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Sei Exchange Traded Funds

S & T Bank
Wealth Enhancement Advisory Services
Apeiron RIA
Compass Capital Corp
Advisor Group Holdings
Apella Capital
BlueChip Wealth Advisors
Merit Financial Group
Perigon Wealth Management
Jane Street
Sei Investments
OneAscent Financial Services
Lynx Investment Advisory
Binnacle Investments
Petra Financial Advisors

View all funds holding Sei Exchange Traded Funds