Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,621,125
+$380,860 QoQ
Shares Held
6,803
+22.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#786
of 1,991 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $6,501,806 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (40.3% of the industry book) .
All Filings in SPGI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,621,125 | 6,436 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,240,265 | 5,267 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,883,651 | 5,518 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,868,182 | 5,893 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,248,095 | 2,367 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,797,657 | 3,538 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,288,447 | 4,595 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,075,262 | 4,017 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,793,811 | 4,022 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,291,666 | 3,036 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $834,785 | 1,895 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $11,693 | 32 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,051,534 | 2,623 | Shares | Other | 2023-08-10 | |
| 2022-06-30 | $437,840 | 1,299 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $474,578 | 1,157 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $528,561 | 1,120 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $492,447 | 1,159 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||