Avantax Advisory Services’s Genpact G Stock Holding History

Avantax Advisory Services’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 Q2	$1.29M	Sell	29,246 -4,121	-12%	-$187K	0.01%	1007
2025 Q1	$1.68M	Buy	33,367 +14,042	+73%	+$696K	0.01%	839
2024 Q4	$830K	Sell	19,325 -2,466	-11%	-$104K	0.01%	1130
2024 Q3	$854K	Buy	21,791 +2,776	+15%	+$100K	0.01%	1112
2024 Q2	$612K	Buy	19,015 +2,665	+16%	+$86K	﹤0.01%	1239
2024 Q1	$539K	Sell	16,350 -250	-2%	-$8.69K	﹤0.01%	998
2023 Q4	$576K	Buy	+16,600	New	+$573K	0.01%	927
2020 Q4	–	Sell	-8,979	Closed	-$353K	–	1086
2020 Q3	$353K	Buy	+8,979	New	+$354K	0.01%	950

Other funds holding G

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Avantax Advisory Services's G Position: Q2 2025 in Review

Avantax Advisory Services reduced its Genpact (G) stake by 12% in Q2 2025, selling an estimated $187K and leaving 29,246 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1007.

Avantax Advisory Services first reported a position in G in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.68M in Q1 2025. 472 funds tracked by Wall St. Rank hold G as of Q2 2025.

Avantax Advisory Services held 29,246 shares of Genpact worth $1.29M as of Q2 2025.
Avantax Advisory Services sold 4,121 Genpact shares in Q2 2025, an estimated $187K.
Genpact made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1007 holding.
Avantax Advisory Services first reported a position in Genpact in Q3 2020 and has held it in 8 quarters since.
Avantax Advisory Services's Genpact position peaked at $1.68M in Q1 2025.
472 funds tracked by Wall St. Rank held Genpact as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.