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

Geneos Wealth Management’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	$1M	Buy	2,461 +2,307	+1,498%	+$974K	0.02%	543
2026 Q1	$65.6K	Sell	154 -6	-4%	-$2.79K	﹤0.01%	1320
2025 Q4	$83.7K	Sell	160 -32	-17%	-$15.8K	﹤0.01%	1210
2025 Q3	$93.6K	Sell	192 -2,128	-92%	-$1.14M	﹤0.01%	1146
2025 Q2	$1.22M	Buy	2,320 +97	+4%	+$48.4K	0.03%	485
2025 Q1	$1.13M	Buy	2,223 +370	+20%	+$189K	0.04%	428
2024 Q4	$923K	Buy	1,853 +3	+0.2%	+$1.52K	0.03%	439
2024 Q3	$955K	Buy	1,850 +1,729	+1,429%	+$856K	0.04%	421
2024 Q2	$54.2K	Sell	121 -5	-4%	-$2.15K	﹤0.01%	1043
2024 Q1	$53.8K	Buy	126 +5	+4%	+$2.17K	﹤0.01%	1037
2023 Q4	$53.5K	Sell	121 -47	-28%	-$18.5K	﹤0.01%	1037
2023 Q3	$61.5K	Buy	168 +50	+42%	+$19.7K	﹤0.01%	1020
2023 Q2	$47.4K	Sell	118 -15	-11%	-$5.48K	﹤0.01%	1094
2023 Q1	$46K	Buy	133 +89	+202%	+$31.3K	﹤0.01%	1105
2022 Q4	$14.8K	Sell	44 -74	-63%	-$24.4K	﹤0.01%	1421
2022 Q3	$36K	Sell	118 -123	-51%	-$44K	﹤0.01%	1134
2022 Q2	$82K	Sell	241 -7	-3%	-$2.5K	﹤0.01%	1091
2022 Q1	$101K	Sell	248 -90	-27%	-$36.7K	﹤0.01%	1091
2021 Q4	$159K	Sell	338 -115	-25%	-$52.6K	0.01%	968
2021 Q3	$194K	Buy	453 +1	+0.2%	+$433	0.01%	874
2021 Q2	$187K	Sell	452 -417	-48%	-$160K	0.01%	880
2021 Q1	$339K	Hold	869	–	–	0.01%	747
2020 Q4	$155K	Buy	869 +555	+177%	+$187K	0.01%	936
2020 Q3	$111K	Sell	314 -51	-14%	-$18K	0.01%	905
2020 Q2	$117K	Buy	365 +35	+11%	+$10.5K	0.01%	843
2020 Q1	$79K	Hold	330	–	–	0.01%	929
2019 Q4	$90K	Hold	330	–	–	﹤0.01%	986
2019 Q3	$81K	Hold	330	–	–	﹤0.01%	972
2019 Q2	$75K	Hold	330	–	–	﹤0.01%	1016
2019 Q1	$69K	Hold	330	–	–	﹤0.01%	1000
2018 Q4	$55K	Buy	330 +62	+23%	+$11.1K	﹤0.01%	1048
2018 Q3	$52K	Buy	268 +16	+6%	+$3.3K	﹤0.01%	1163
2018 Q2	$51K	Hold	252	–	–	﹤0.01%	1035
2018 Q1	$48K	Sell	252 -17	-6%	-$3.14K	﹤0.01%	1014
2017 Q4	$45K	Buy	269 +161	+149%	+$26.3K	﹤0.01%	1050
2017 Q3	$16K	Hold	108	–	–	﹤0.01%	1416
2017 Q2	$15K	Hold	108	–	–	﹤0.01%	1387
2017 Q1	$14K	Sell	108 -14	-11%	-$1.74K	﹤0.01%	1378
2016 Q4	$13K	Hold	122	–	–	﹤0.01%	1356
2016 Q3	$15K	Buy	122 +22	+22%	+$2.64K	﹤0.01%	1241
2016 Q2	$10K	Buy	+100	New	+$10.7K	﹤0.01%	1335

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 $3.38T AUM 44.17% 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

Geneos Wealth Management's SPGI Position: Q2 2026 in Review

Geneos Wealth Management increased its S&P Global (SPGI) stake by 1,498% in Q2 2026, buying an estimated $974K and bringing the position to 2,461 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #543.

Geneos Wealth Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.22M in Q2 2025. 2,026 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Geneos Wealth Management held 2,461 shares of S&P Global worth $1M as of Q2 2026.
Geneos Wealth Management bought 2,307 S&P Global shares in Q2 2026, an estimated $974K.
S&P Global made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #543 holding.
Geneos Wealth Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Geneos Wealth Management's S&P Global position peaked at $1.22M in Q2 2025.
2,026 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.