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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | Sell |
2,320
-3,743
| -62% | -$1.87M | 0.03% | 485 |
|
|
2025
Q1 | $3.08M | Buy |
6,063
+4,210
| +227% | +$2.15M | 0.04% | 389 |
|
|
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
VCM
VPM
Geneos Wealth Management's SPGI Position: Q1 2026 in Review
Geneos Wealth Management reduced its S&P Global (SPGI) stake by 3.8% in Q1 2026, selling an estimated $2.79K and leaving 154 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.
Geneos Wealth Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.08M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Geneos Wealth Management held 154 shares of S&P Global worth $65.6K as of Q1 2026.
- Geneos Wealth Management sold 6 S&P Global shares in Q1 2026, an estimated $2.79K.
- S&P Global made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1320 holding.
- Geneos Wealth Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- Geneos Wealth Management's S&P Global position peaked at $3.08M in Q1 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.