Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,718,814
-$648,628 QoQ
Shares Held
4,715
-19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#892
of 1,991 holders
Holding Since
Dec 2023
10 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, 2026GC Wealth Management RIA, LLC holds $7,024,321 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (24.5% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,718,814 | 4,461 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,367,442 | 5,566 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,778,088 | 5,316 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,963,765 | 8,144 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,361,462 | 2,582 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $502,512 | 1,009 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $573,964 | 1,111 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $496,397 | 1,113 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $550,532 | 1,294 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $591,618 | 1,343 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||