BP
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Ballentine Partners’s Genpact G Stock Holding History

Ballentine Partners’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 		$225K Sell
6,045
-3,998
-40% -$165K ﹤0.01% 877
2025
Q4 		$470K Sell
10,043
-3,259
-25% -$141K 0.01% 526
2025
Q3 		$557K Sell
13,302
-279
-2% -$12.3K 0.01% 464
2025
Q2 		$598K Buy
13,581
+338
+3% +$15.3K 0.01% 435
2025
Q1 		$667K Sell
13,243
-4,600
-26% -$228K 0.01% 368
2024
Q4 		$766K Sell
17,843
-2,016
-10% -$85.1K 0.01% 336
2024
Q3 		$779K Buy
19,859
+5,482
+38% +$198K 0.01% 329
2024
Q2 		$463K Buy
14,377
+2,594
+22% +$83.7K 0.01% 421
2024
Q1 		$388K Buy
11,783
+2,667
+29% +$92.7K 0.01% 457
2023
Q4 		$316K Buy
9,116
+1,932
+27% +$66.6K 0.01% 482
2023
Q3 		$260K Buy
7,184
+1,775
+33% +$65.9K 0.01% 475
2023
Q2 		$203K Buy
+5,409
New +$218K ﹤0.01% 554

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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