Geneva Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
12,023
-1,594
| -12% | -$841K | 2.52% | 17 |
|
|
2025
Q1 | $6.92M | Buy |
13,617
+8,683
| +176% | +$4.41M | 3.57% | 11 |
|
|
2024
Q4 | $2.46M | Sell |
4,934
-809
| -14% | -$403K | 1% | 28 |
|
|
2024
Q3 | $2.85M | Buy |
+5,743
| New | +$2.85M | 1.23% | 27 |
|
|
2022
Q1 | – | Sell |
-2,060
| Closed | -$972K | – | 115 |
|
|
2021
Q4 | $972K | Buy |
+2,060
| New | +$972K | 0.46% | 48 |
|
|
2018
Q3 | – | Sell |
-1,049
| Closed | -$214K | – | 94 |
|
|
2018
Q2 | $214K | Buy |
+1,049
| New | +$214K | 0.17% | 82 |
|