Geneos Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93.6K | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $54.2K | Sell |
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|
2024
Q1 | $53.8K | Buy |
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|
2023
Q4 | $53.5K | Sell |
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|
2023
Q3 | $61.5K | Buy |
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|
2023
Q2 | $47.4K | Sell |
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|
2023
Q1 | $46K | Buy |
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|
2022
Q4 | $14.8K | Sell |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $159K | Sell |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $187K | Sell |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $155K | Buy |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $117K | Buy |
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|
2020
Q1 | $79K | Hold |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $75K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $51K | Hold |
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|
2018
Q1 | $48K | Sell |
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|
2017
Q4 | $45K | Buy |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Sell |
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | $10K | Buy |
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