Creative Planning’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 | $7.18M | Buy |
192,699
+49,769
| +35% | +$2.05M | ﹤0.01% | 925 |
|
|
2025
Q4 | $6.69M | Buy |
142,930
+83,490
| +140% | +$3.61M | ﹤0.01% | 822 |
|
|
2025
Q3 | $2.49M | Buy |
59,440
+20,820
| +54% | +$915K | ﹤0.01% | 1361 |
|
|
2025
Q2 | $1.7M | Buy |
38,620
+3,724
| +11% | +$169K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $1.76M | Buy |
34,896
+1,246
| +4% | +$61.8K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $1.45M | Buy |
33,650
+3,060
| +10% | +$129K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $1.2M | Buy |
30,590
+4,976
| +19% | +$180K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $825K | Buy |
25,614
+5,950
| +30% | +$192K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $648K | Buy |
19,664
+3,229
| +20% | +$112K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $570K | Sell |
16,435
-3,423
| -17% | -$118K | ﹤0.01% | 1622 |
|
|
2023
Q3 | $719K | Buy |
19,858
+5,847
| +42% | +$217K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $526K | Sell |
14,011
-3,664
| -21% | -$147K | ﹤0.01% | 1512 |
|
|
2023
Q1 | $817K | Buy |
17,675
+7,438
| +73% | +$347K | ﹤0.01% | 1180 |
|
|
2022
Q4 | $474K | Sell |
10,237
-4,386
| -30% | -$199K | ﹤0.01% | 1456 |
|
|
2022
Q3 | $640K | Buy |
14,623
+6,705
| +85% | +$308K | ﹤0.01% | 1177 |
|
|
2022
Q2 | $335K | Buy |
7,918
+2,743
| +53% | +$116K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $225K | Buy |
5,175
+650
| +14% | +$30.1K | ﹤0.01% | 1822 |
|
|
2021
Q4 | $240K | Buy |
4,525
+63
| +1% | +$3.17K | ﹤0.01% | 1769 |
|
|
2021
Q3 | $212K | Buy |
4,462
+1,804
| +68% | +$89.6K | ﹤0.01% | 1828 |
|
|
2021
Q2 | $121K | Buy |
+2,658
| New | +$120K | ﹤0.01% | 1855 |
|
|
2017
Q3 | – | Sell |
-1,469
| Closed | -$41K | – | 2569 |
|
|
2017
Q2 | $41K | Sell |
1,469
-1,199
| -45% | -$31.1K | ﹤0.01% | 2665 |
|
|
2017
Q1 | $66K | Buy |
2,668
+1,199
| +82% | +$29.2K | ﹤0.01% | 2265 |
|
|
2016
Q4 | $36K | Hold |
1,469
| – | – | ﹤0.01% | 2649 |
|
|
2016
Q3 | $35K | Hold |
1,469
| – | – | ﹤0.01% | 2635 |
|
|
2016
Q2 | $39K | Sell |
1,469
-230
| -14% | -$6.33K | ﹤0.01% | 2316 |
|
|
2016
Q1 | $46K | Sell |
1,699
-112
| -6% | -$2.84K | ﹤0.01% | 2158 |
|
|
2015
Q4 | $45K | Sell |
1,811
-28
| -2% | -$693 | ﹤0.01% | 2191 |
|
|
2015
Q3 | $43K | Buy |
+1,839
| New | +$41.3K | ﹤0.01% | 2142 |
|
|
2015
Q2 | – | Sell |
-1,535
| Closed | -$36K | – | 1795 |
|
|
2015
Q1 | $36K | Sell |
1,535
-22
| -1% | -$474 | ﹤0.01% | 2249 |
|
|
2014
Q4 | $29K | Buy |
1,557
+88
| +6% | +$1.55K | ﹤0.01% | 2375 |
|
|
2014
Q3 | $24K | Sell |
1,469
-3,810
| -72% | -$66.7K | ﹤0.01% | 2416 |
|
|
2014
Q2 | $93K | Hold |
5,279
| – | – | ﹤0.01% | 1480 |
|
|
2014
Q1 | $92K | Hold |
5,279
| – | – | ﹤0.01% | 1451 |
|
|
2013
Q4 | $97K | Buy |
5,279
+2,750
| +109% | +$51.4K | ﹤0.01% | 1211 |
|
|
2013
Q3 | $48K | Sell |
2,529
-200
| -7% | -$3.98K | ﹤0.01% | 1534 |
|
|
2013
Q2 | $53K | Buy |
+2,729
| New | +$51.8K | ﹤0.01% | 1348 |
|
Other funds holding G
NIEF
VPM
VCM
