Clearstead Advisors’s Genpact G Stock Holding History

Clearstead Advisors’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	$1.98K	Sell	53 -5,430	-99%	-$224K	﹤0.01%	1897
2025 Q4	$256K	Buy	5,483 +4,408	+410%	+$191K	﹤0.01%	861
2025 Q3	$45K	Buy	1,075 +693	+181%	+$30.5K	﹤0.01%	1315
2025 Q2	$16.8K	Buy	382 +137	+56%	+$6.2K	﹤0.01%	1695
2025 Q1	$12.3K	Buy	245 +237	+2,963%	+$11.8K	﹤0.01%	1557
2024 Q4	$344	Buy	+8	New	+$338	﹤0.01%	2005
2024 Q3	–	Sell	-53	Closed	-$1.71K	–	2067
2024 Q2	$1.71K	Sell	53 -277	-84%	-$8.93K	﹤0.01%	1835
2024 Q1	$11.2K	Sell	330 -1,005	-75%	-$34.9K	﹤0.01%	1040
2023 Q4	$46.3K	Sell	1,335 -1,425	-52%	-$49.1K	﹤0.01%	760
2023 Q3	$99.9K	Buy	2,760 +1,018	+58%	+$37.8K	﹤0.01%	728
2023 Q2	$65.4K	Buy	1,742 +842	+94%	+$33.9K	﹤0.01%	674
2023 Q1	$41.6K	Buy	+900	New	+$42K	﹤0.01%	703
2022 Q1	–	Sell	-303	Closed	-$16K	–	1408
2021 Q4	$16K	Hold	303	–	–	﹤0.01%	862
2021 Q3	$14K	Buy	+303	New	+$15.1K	﹤0.01%	888
2021 Q2	–	Sell	-37	Closed	-$2K	–	1277
2021 Q1	$2K	Buy	+37	New	+$1.54K	﹤0.01%	964

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