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Geneva Partners’s S&P Global SPGI Stock Holding History

Geneva Partners’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
2025
Q3 		– Sell
-12,023
Closed -$6.34M – 80
2025
Q2 		$6.34M Sell
12,023
-1,594
-12% -$796K 2.52% 17
2025
Q1 		$6.92M Buy
13,617
+8,683
+176% +$4.44M 3.57% 11
2024
Q4 		$2.46M Sell
4,934
-809
-14% -$410K 1% 28
2024
Q3 		$2.85M Buy
+5,743
New +$2.84M 1.23% 27
2022
Q1 		– Sell
-2,060
Closed -$972K – 115
2021
Q4 		$972K Buy
+2,060
New +$942K 0.46% 48
2018
Q3 		– Sell
-1,049
Closed -$214K – 94
2018
Q2 		$214K Buy
+1,049
New +$207K 0.17% 82

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneva Partners's SPGI Position: Q3 2025 in Review

Geneva Partners sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 12,023 shares — an estimated $6.34M sold.

Geneva Partners first reported a position in SPGI in Q2 2018 and held it in 6 quarters. The position peaked at $6.92M in Q1 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Geneva Partners reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Geneva Partners sold 12,023 S&P Global shares in Q3 2025, an estimated $6.34M.
  • Geneva Partners first reported a position in S&P Global in Q2 2018 and held it in 6 quarters.
  • Geneva Partners's S&P Global position peaked at $6.92M in Q1 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Geneva Partners's 13F filing for Q3 2025, filed 12 Nov 2025.