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
2026 Q2	$398K	Buy	+14,469	New	+$475K	﹤0.01%	1341
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AE Wealth Management's G Position: Q2 2026 in Review

AE Wealth Management opened a new position in Genpact (G) in Q2 2026: 14,469 shares worth $398K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in G as recently as Q3 2025.

AE Wealth Management first reported a position in G in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.55M in Q4 2023. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

AE Wealth Management held 14,469 shares of Genpact worth $398K as of Q2 2026.
Genpact was a new AE Wealth Management position in Q2 2026.
Genpact made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1341 holding.
AE Wealth Management first reported a position in Genpact in Q3 2023 and has held it in 10 quarters since.
AE Wealth Management's Genpact position peaked at $3.55M in Q4 2023.
479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.