Position in SPGI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$306,670
+$30,898 QoQ
Shares Held
762
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GenTrust, LLC holds $3,574,637 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
24,452 | $3,574,637 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,670 | 721 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $275,772 | 523 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $369,896 | 728 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $343,142 | 689 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $274,325 | 531 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||