GC Wealth Management RIA’s S&P Global SPGI Stock Holding History

GC Wealth Management RIA’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	4,461 -1,105	-20%	-$467K	0.1%	160
2026 Q1	$2.37M	Buy	5,566 +250	+5%	+$116K	0.1%	146
2025 Q4	$2.78M	Sell	5,316 -2,828	-35%	-$1.4M	0.1%	134
2025 Q3	$3.96M	Buy	8,144 +5,562	+215%	+$2.98M	0.13%	128
2025 Q2	$1.36M	Buy	+2,582	New	+$1.29M	0.11%	168
2025 Q1	–	Sell	-1,009	Closed	-$503K	–	324
2024 Q4	$503K	Sell	1,009 -102	-9%	-$51.8K	0.09%	170
2024 Q3	$574K	Sell	1,111 -2	-0.2%	-$990	0.1%	174
2024 Q2	$496K	Sell	1,113 -181	-14%	-$77.7K	0.1%	169
2024 Q1	$551K	Sell	1,294 -49	-4%	-$21.2K	0.11%	158
2023 Q4	$592K	Buy	+1,343	New	+$530K	0.27%	101

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GC Wealth Management RIA's SPGI Position: Q2 2026 in Review

GC Wealth Management RIA reduced its S&P Global (SPGI) stake by 20% in Q2 2026, selling an estimated $467K and leaving 4,461 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #160.

GC Wealth Management RIA first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.96M in Q3 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

GC Wealth Management RIA held 4,461 shares of S&P Global worth $1.82M as of Q2 2026.
GC Wealth Management RIA sold 1,105 S&P Global shares in Q2 2026, an estimated $467K.
S&P Global made up 0.1% of GC Wealth Management RIA's portfolio in Q2 2026, its #160 holding.
GC Wealth Management RIA first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
GC Wealth Management RIA's S&P Global position peaked at $3.96M in Q3 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.