GIM
Generate Investment Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
+8,396
| New | +$4.43M | 0.25% | 89 |
|
|
2025
Q1 | – | Sell |
-24,033
| Closed | -$12M | – | 93 |
|
|
2024
Q4 | $12M | Buy |
+24,033
| New | +$12M | 0.84% | 48 |
|
|
2024
Q2 | – | Sell |
-10,864
| Closed | -$4.62M | – | 88 |
|
|
2024
Q1 | $4.62M | Sell |
10,864
-2,391
| -18% | -$1.02M | 0.34% | 73 |
|
|
2023
Q4 | $5.84M | Buy |
+13,255
| New | +$5.84M | 0.5% | 67 |
|