GenTrust »

S&p Global shares owned by GenTrust

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by GenTrust from 13F filings

Historical chart of GenTrust investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by GenTrust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by GenTrust

Quarter filed Position value Share count Share price at filing
2025-06-30 $276k 523 527.29
2025-03-31 $370k 728 508.10
2024-12-31 $343k 689 498.03
2024-09-30 $274k 531 516.62

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for GenTrust

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco
Edgewood Management

View all funds holding S&p Global