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MINDSET WEALTH MANAGEMENT, LLC → SEI
MINDSET WEALTH MANAGEMENT, LLC SEI Position History
Solaris Energy Infrastructure, Inc. • Energy
Quarters held
5
Latest value
$494K
Q3 2026
Peak value
$550K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $281K |
| Q4 2025 | $371K |
| Q1 2026 | $388K |
| Q2 2026 | $550K |
| Q3 2026 | $494K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $494K | 6.9K | — | — |
| Q2 2026 | $550K | 6.8K | — | — |
| Q1 2026 | $388K | 6.9K | — | — |
| Q4 2025 | $371K | 8.1K | — | — |
| Q3 2025 | $281K | 7.0K | — | — |
Other funds holding SEI
$159.3M
$129.2M
$119.7M
$119.7M
$109.7M
$78.4M