A detailed history of Geneos Wealth Management Inc. transactions in Sei Investments CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 332 shares of SEIC stock, worth $26,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
332
Previous 37 797.3%
Holding current value
$26,812
Previous $2,000 1000.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$63.1 - $69.83 $18,614 - $20,599
295 Added 797.3%
332 $22,000
Q4 2023

Jan 26, 2024

BUY
$52.9 - $64.59 $317 - $387
6 Added 19.35%
37 $2,000
Q3 2023

Oct 11, 2023

SELL
$59.0 - $64.08 $17,405 - $18,903
-295 Reduced 90.49%
31 $1,000
Q2 2023

Aug 08, 2023

BUY
$56.5 - $59.62 $1,751 - $1,848
31 Added 10.51%
326 $19,000
Q4 2021

Feb 09, 2022

SELL
$58.31 - $64.89 $1,982 - $2,206
-34 Reduced 10.33%
295 $17,000
Q1 2021

Jun 17, 2021

SELL
$52.85 - $61.81 $3,910 - $4,573
-74 Reduced 18.36%
329 $20,000
Q4 2020

May 19, 2021

SELL
$49.15 - $57.47 $18,234 - $21,321
-371 Reduced 47.93%
403 $24,000
Q1 2019

Sep 07, 2021

BUY
$44.41 - $52.9 $1,509 - $1,798
34 Added 4.59%
774 $40,000
Q4 2018

Sep 07, 2021

SELL
$42.83 - $60.47 $5,653 - $7,982
-132 Reduced 15.14%
740 $33,000
Q3 2018

Sep 07, 2021

BUY
$59.14 - $64.7 $34,123 - $37,331
577 Added 195.59%
872 $53,000
Q1 2018

Sep 07, 2021

BUY
$68.82 - $77.7 $20,301 - $22,921
295 New
295 $22,000
Q1 2017

Sep 07, 2021

SELL
N/A
-96 Closed
0 $0
Q3 2016

Sep 07, 2021

BUY
N/A
96
96 $4,000

Others Institutions Holding SEIC

About SEI INVESTMENTS CO


  • Ticker SEIC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 134,828,000
  • Market Cap $10.9B
  • Description
  • SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its...
More about SEIC
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