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 |
|