Carson Wealth (CWM LLC)’s Genpact G Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.32M | Buy |
196,641
+107,477
| +121% | +$4.43M | 0.02% | 667 |
|
|
2025
Q4 | $4.17M | Buy |
89,164
+24,189
| +37% | +$1.05M | 0.01% | 852 |
|
|
2025
Q3 | $2.72M | Buy |
64,975
+61,221
| +1,631% | +$2.69M | 0.01% | 962 |
|
|
2025
Q2 | $165K | Buy |
3,754
+1,240
| +49% | +$56.2K | ﹤0.01% | 2341 |
|
|
2025
Q1 | $127K | Buy |
2,514
+1,159
| +86% | +$57.5K | ﹤0.01% | 2227 |
|
|
2024
Q4 | $58K | Buy |
1,355
+41
| +3% | +$1.73K | ﹤0.01% | 2690 |
|
|
2024
Q3 | $52K | Buy |
1,314
+362
| +38% | +$13.1K | ﹤0.01% | 2659 |
|
|
2024
Q2 | $31K | Buy |
952
+587
| +161% | +$18.9K | ﹤0.01% | 2811 |
|
|
2024
Q1 | $12K | Buy |
365
+208
| +132% | +$7.23K | ﹤0.01% | 3225 |
|
|
2023
Q4 | $5K | Sell |
157
-918
| -85% | -$31.7K | ﹤0.01% | 3508 |
|
|
2023
Q3 | $39K | Sell |
1,075
-801
| -43% | -$29.7K | ﹤0.01% | 2218 |
|
|
2023
Q2 | $70K | Buy |
1,876
+5
| +0.3% | +$201 | ﹤0.01% | 1769 |
|
|
2023
Q1 | $86K | Sell |
1,871
-229
| -11% | -$10.7K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $97K | Buy |
2,100
+650
| +45% | +$29.6K | ﹤0.01% | 1393 |
|
|
2022
Q3 | $63K | Buy |
1,450
+195
| +16% | +$8.96K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $53K | Buy |
1,255
+228
| +22% | +$9.67K | ﹤0.01% | 1605 |
|
|
2022
Q1 | $45K | Buy |
1,027
+369
| +56% | +$17.1K | ﹤0.01% | 1651 |
|
|
2021
Q4 | $35K | Buy |
+658
| New | +$33.1K | ﹤0.01% | 1720 |
|
|
2021
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2021
Q1 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q4 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q3 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q4 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q3 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q1 | $24K | Sell |
525
-42,321
| -99% | -$1.34M | ﹤0.01% | 1706 |
|
|
2018
Q4 | $1.16M | Buy |
42,846
+34,523
| +415% | +$983K | 0.03% | 362 |
|
|
2018
Q3 | $255K | Buy |
8,323
+8,100
| +3,632% | +$246K | 0.01% | 476 |
|
|
2018
Q2 | $6K | Buy |
+223
| New | +$6.9K | ﹤0.01% | 1146 |
|
Other funds holding G
NIEF
VPM
VCM
