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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
Q2 		$85K Buy
3,090
+3,037
+5,730% +$99.8K ﹤0.01% 1340
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 – 2066
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
-45
-3% -$1.55K ﹤0.01% 760
2023
Q3 		$50K Sell
1,380
-362
-21% -$13.4K ﹤0.01% 703
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's G Position: Q2 2026 in Review

Clearstead Advisors increased its Genpact (G) stake by 5,730% in Q2 2026, buying an estimated $99.8K and bringing the position to 3,090 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Clearstead Advisors first reported a position in G in Q1 2021 and has held it in 16 quarters since. The position peaked at $256K in Q4 2025. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Clearstead Advisors held 3,090 shares of Genpact worth $85K as of Q2 2026.
  • Clearstead Advisors bought 3,037 Genpact shares in Q2 2026, an estimated $99.8K.
  • Genpact made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1340 holding.
  • Clearstead Advisors first reported a position in Genpact in Q1 2021 and has held it in 16 quarters since.
  • Clearstead Advisors's Genpact position peaked at $256K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.