Allworth Financial’s Genpact G Stock Holding History

Allworth Financial’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 Q1	$369K	Buy	9,901 +5,577	+129%	+$230K	﹤0.01%	1089
2025 Q4	$202K	Buy	4,324 +2,844	+192%	+$123K	﹤0.01%	1336
2025 Q3	$62K	Buy	1,480 +1,123	+315%	+$49.4K	﹤0.01%	1979
2025 Q2	$15.7K	Buy	357 +37	+12%	+$1.68K	﹤0.01%	2667
2025 Q1	$15.3K	Buy	320 +1	+0.3%	+$50	﹤0.01%	2225
2024 Q4	$14.6K	Sell	319 -3	-0.9%	-$127	﹤0.01%	2288
2024 Q3	$12.6K	Sell	322 -35	-10%	-$1.27K	﹤0.01%	2161
2024 Q2	$11.9K	Buy	357 +125	+54%	+$4.03K	﹤0.01%	2156
2024 Q1	$7.64K	Buy	232 +54	+30%	+$1.88K	﹤0.01%	2219
2023 Q4	$6.18K	Sell	178 -41	-19%	-$1.41K	﹤0.01%	2186
2023 Q3	$7.93K	Buy	219 +165	+306%	+$6.13K	﹤0.01%	1921
2023 Q2	$2.03K	Sell	54 -181	-77%	-$7.29K	﹤0.01%	2479
2023 Q1	$10.9K	Hold	235	–	–	﹤0.01%	1763
2022 Q4	$10.9K	Hold	235	–	–	﹤0.01%	1661
2022 Q3	$10K	Buy	235 +40	+21%	+$1.84K	﹤0.01%	1657
2022 Q2	$8K	Buy	195 +181	+1,293%	+$7.67K	﹤0.01%	1628
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	1928
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1816
2021 Q3	$1K	Buy	+14	New	+$695	﹤0.01%	1754

Other funds holding G

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return