Gen-Wealth Partners’s S&P Global SPGI Stock Holding History

Gen-Wealth Partners’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	$269K	Sell	659 -36	-5%	-$15.2K	0.07%	214
2026 Q1	$296K	Buy	695 +22	+3%	+$10.2K	0.09%	210
2025 Q4	$352K	Sell	673 -242	-26%	-$120K	0.11%	193
2025 Q3	$445K	Sell	915 -75	-8%	-$40.2K	0.15%	167
2025 Q2	$522K	Hold	990	–	–	0.2%	128
2025 Q1	$503K	Sell	990 -148	-13%	-$75.6K	0.21%	130
2024 Q4	$567K	Buy	1,138 +38	+3%	+$19.3K	0.24%	110
2024 Q3	$535K	Sell	1,100 -37	-3%	-$18.3K	0.23%	121
2024 Q2	$507K	Buy	1,137 +110	+11%	+$47.2K	0.25%	100
2024 Q1	$437K	Buy	+1,027	New	+$445K	0.22%	124

Other funds holding SPGI

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Gen-Wealth Partners's SPGI Position: Q2 2026 in Review

Gen-Wealth Partners reduced its S&P Global (SPGI) stake by 5.2% in Q2 2026, selling an estimated $15.2K and leaving 659 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #214.

Gen-Wealth Partners first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $567K in Q4 2024. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Gen-Wealth Partners held 659 shares of S&P Global worth $269K as of Q2 2026.
Gen-Wealth Partners sold 36 S&P Global shares in Q2 2026, an estimated $15.2K.
S&P Global made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #214 holding.
Gen-Wealth Partners first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's S&P Global position peaked at $567K in Q4 2024.
1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.