Creative Planning’s Genpact G Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
38,620
+3,724
+11% +$164K ﹤0.01% 1446
2025
Q1
$1.76M Buy
34,896
+1,246
+4% +$62.8K ﹤0.01% 1267
2024
Q4
$1.45M Buy
33,650
+3,060
+10% +$131K ﹤0.01% 1358
2024
Q3
$1.2M Buy
30,590
+4,976
+19% +$195K ﹤0.01% 1389
2024
Q2
$825K Buy
25,614
+5,950
+30% +$192K ﹤0.01% 1556
2024
Q1
$648K Buy
19,664
+3,229
+20% +$106K ﹤0.01% 1654
2023
Q4
$570K Sell
16,435
-3,423
-17% -$119K ﹤0.01% 1618
2023
Q3
$719K Buy
19,858
+5,847
+42% +$212K ﹤0.01% 1326
2023
Q2
$526K Sell
14,011
-3,664
-21% -$138K ﹤0.01% 1506
2023
Q1
$817K Buy
17,675
+7,438
+73% +$344K ﹤0.01% 1176
2022
Q4
$474K Sell
10,237
-4,386
-30% -$203K ﹤0.01% 1450
2022
Q3
$640K Buy
14,623
+6,705
+85% +$293K ﹤0.01% 1170
2022
Q2
$335K Buy
7,918
+2,743
+53% +$116K ﹤0.01% 1534
2022
Q1
$225K Buy
5,175
+650
+14% +$28.3K ﹤0.01% 1819
2021
Q4
$240K Buy
4,525
+63
+1% +$3.34K ﹤0.01% 1769
2021
Q3
$212K Buy
4,462
+1,804
+68% +$85.7K ﹤0.01% 1825
2021
Q2
$121K Buy
+2,658
New +$121K ﹤0.01% 1841
2017
Q3
Sell
-1,469
Closed -$41K 2512
2017
Q2
$41K Sell
1,469
-1,199
-45% -$33.5K ﹤0.01% 2645
2017
Q1
$66K Buy
2,668
+1,199
+82% +$29.7K ﹤0.01% 2248
2016
Q4
$36K Hold
1,469
﹤0.01% 2625
2016
Q3
$35K Hold
1,469
﹤0.01% 2611
2016
Q2
$39K Sell
1,469
-230
-14% -$6.11K ﹤0.01% 2300
2016
Q1
$46K Sell
1,699
-112
-6% -$3.03K ﹤0.01% 2145
2015
Q4
$45K Sell
1,811
-28
-2% -$696 ﹤0.01% 2167
2015
Q3
$43K Buy
+1,839
New +$43K ﹤0.01% 2132
2015
Q2
Sell
-1,535
Closed -$36K 1722
2015
Q1
$36K Sell
1,535
-22
-1% -$516 ﹤0.01% 2231
2014
Q4
$29K Buy
1,557
+88
+6% +$1.64K ﹤0.01% 2355
2014
Q3
$24K Sell
1,469
-3,810
-72% -$62.2K ﹤0.01% 2390
2014
Q2
$93K Hold
5,279
﹤0.01% 1467
2014
Q1
$92K Hold
5,279
﹤0.01% 1447
2013
Q4
$97K Buy
5,279
+2,750
+109% +$50.5K ﹤0.01% 1211
2013
Q3
$48K Sell
2,529
-200
-7% -$3.8K ﹤0.01% 1534
2013
Q2
$53K Buy
+2,729
New +$53K ﹤0.01% 1348