Gen-Wealth Partners Inc

Position in SPGI — S&P Global Inc.

CIK 2023375 ZEELAND, MI

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$268,384

-$27,227 QoQ

Shares Held

697

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,523

of 1,991 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,636,989 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,708	$956,548
2	SPGI	S&P Global Inc. This page	697	$268,384
3	FDS	Factset Research Systems Inc	1,154	$265,512
4	ICE	Intercontinental Exchange, Inc.	1,081	$133,081
5	CME	Cme Group Inc.	57	$12,587
6	COIN	Coinbase Global, Inc.	6	$877

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,384	659	-5.2%	Shares	Sole	2026-08-10
2026-03-31	$295,611	695	+3.3%	Shares	Sole	2026-05-08
2025-12-31	$351,703	673	-26.4%	Shares	Sole	2026-02-13
2025-09-30	$445,339	915	-7.6%	Shares	Sole	2025-11-14
2025-06-30	$522,017	990	0.0%	Shares	Sole	2025-08-14
2025-03-31	$503,019	990	-13.0%	Shares	Sole	2025-05-13
2024-12-31	$566,758	1,138	+3.5%	Shares	Sole	2025-02-14
2024-09-30	$568,282	1,100	-3.3%	Shares	Sole	2024-11-13
2024-06-30	$507,101	1,137	+10.7%	Shares	Sole	2024-08-13
2024-03-31	$436,937	1,027	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.