Geneva Capital Management’s S&P Global SPGI Stock Holding History

Geneva Capital 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	$1.43M	Buy	3,499 +730	+26%	+$308K	0.03%	113
2026 Q1	$1.18M	Sell	2,769 -527	-16%	-$245K	0.03%	117
2025 Q4	$1.72M	Sell	3,296 -35	-1%	-$17.3K	0.03%	117
2025 Q3	$1.62M	Buy	3,331 +539	+19%	+$289K	0.03%	118
2025 Q2	$1.47M	Sell	2,792 -92	-3%	-$45.9K	0.02%	119
2025 Q1	$1.47M	Sell	2,884 -51	-2%	-$26.1K	0.03%	120
2024 Q4	$1.46M	Sell	2,935 -208	-7%	-$106K	0.03%	124
2024 Q3	$1.62M	Sell	3,143 -273	-8%	-$135K	0.03%	126
2024 Q2	$1.52M	Sell	3,416 -850	-20%	-$365K	0.03%	128
2024 Q1	$1.81M	Sell	4,266 -216	-5%	-$93.6K	0.03%	123
2023 Q4	$1.97M	Sell	4,482 -228	-5%	-$90K	0.04%	119
2023 Q3	$1.72M	Sell	4,710 -129	-3%	-$50.7K	0.04%	118
2023 Q2	$1.94M	Buy	4,839 +1,210	+33%	+$442K	0.04%	116
2023 Q1	$1.25M	Sell	3,629 -271	-7%	-$95.4K	0.03%	122
2022 Q4	$1.31M	Buy	+3,900	New	+$1.29M	0.03%	122

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

Geneva Capital Management's SPGI Position: Q2 2026 in Review

Geneva Capital Management increased its S&P Global (SPGI) stake by 26% in Q2 2026, buying an estimated $308K and bringing the position to 3,499 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #113.

Geneva Capital Management first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q4 2023. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Geneva Capital Management held 3,499 shares of S&P Global worth $1.43M as of Q2 2026.
Geneva Capital Management bought 730 S&P Global shares in Q2 2026, an estimated $308K.
S&P Global made up 0.03% of Geneva Capital Management's portfolio in Q2 2026, its #113 holding.
Geneva Capital Management first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
Geneva Capital Management's S&P Global position peaked at $1.97M in Q4 2023.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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