AWM
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AE Wealth Management’s Genpact G Stock Holding History

AE Wealth Management’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,467
Closed -$271K – 2495
2025
Q3 		$271K Buy
6,467
+444
+7% +$19.5K ﹤0.01% 1234
2025
Q2 		$265K Sell
6,023
-354
-6% -$16K ﹤0.01% 1166
2025
Q1 		$321K Sell
6,377
-1,414
-18% -$70.1K ﹤0.01% 1055
2024
Q4 		$335K Buy
7,791
+1,212
+18% +$51.1K ﹤0.01% 1052
2024
Q3 		$258K Sell
6,579
-19,803
-75% -$716K ﹤0.01% 1081
2024
Q2 		$849K Sell
26,382
-33,065
-56% -$1.07M 0.01% 743
2024
Q1 		$1.96M Sell
59,447
-38,227
-39% -$1.33M 0.02% 492
2023
Q4 		$3.55M Buy
97,674
+55,460
+131% +$1.91M 0.02% 706
2023
Q3 		$1.53M Buy
+42,214
New +$1.57M 0.01% 935

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's G Position: Q4 2025 in Review

AE Wealth Management sold out of Genpact (G) in Q4 2025, closing a stake of 6,467 shares — an estimated $271K sold.

AE Wealth Management first reported a position in G in Q3 2023 and held it in 9 quarters. The position peaked at $3.55M in Q4 2023. 522 funds tracked by Wall St. Rank hold G as of Q4 2025.

  • AE Wealth Management reported no remaining Genpact position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 6,467 Genpact shares in Q4 2025, an estimated $271K.
  • AE Wealth Management first reported a position in Genpact in Q3 2023 and held it in 9 quarters.
  • AE Wealth Management's Genpact position peaked at $3.55M in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Genpact as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.