Greykasell Wealth Strategies’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
Q2
$29.4K Hold
72
– – 0.01% 281
2026
Q1
$30.7K Buy
72
+28
+64% +$13K 0.01% 289
2025
Q4
$23K Hold
44
– – 0.01% 304
2025
Q3
$21.4K Buy
+44
New +$23.6K 0.01% 260

Other funds holding SPGI

Greykasell Wealth Strategies's SPGI Position: Q2 2026 in Review

Greykasell Wealth Strategies held its S&P Global (SPGI) position steady in Q2 2026 at 72 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #281.

Greykasell Wealth Strategies first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.7K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Greykasell Wealth Strategies held 72 shares of S&P Global worth $29.4K as of Q2 2026.
  • Greykasell Wealth Strategies left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #281 holding.
  • Greykasell Wealth Strategies first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Greykasell Wealth Strategies's S&P Global position peaked at $30.7K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.