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S&p Global shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in S&p Global

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

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Quarterly reported holdings in S&p Global by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 4.0k 516.62
2024-06-30 $1.8M 4.0k 446.00
2024-03-31 $0 0 0.00
2023-09-30 $12k 32 375.00
2023-06-30 $1.1M 2.6k 401.07
2022-06-30 $438k 1.3k 337.18
2022-03-31 $476k 1.2k 411.41
2021-12-31 $528k 1.1k 471.43
2021-09-30 $492k 1.2k 424.50