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EP Wealth Advisors’s Genpact G Stock Holding History

EP Wealth 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 		$438K Sell
15,923
-957
-6% -$31.4K ﹤0.01% 1088
2026
Q1 		$629K Sell
16,880
-116
-0.7% -$4.78K ﹤0.01% 808
2025
Q4 		$795K Buy
+16,996
New +$735K ﹤0.01% 687
2025
Q2 		$539K Buy
12,237
+2,266
+23% +$103K ﹤0.01% 757
2025
Q1 		$502K Buy
9,971
+1,152
+13% +$57.1K ﹤0.01% 707
2024
Q4 		$379K Buy
8,819
+961
+12% +$40.6K ﹤0.01% 779
2024
Q3 		$308K Buy
+7,858
New +$284K ﹤0.01% 849

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

EP Wealth Advisors's G Position: Q2 2026 in Review

EP Wealth Advisors reduced its Genpact (G) stake by 5.7% in Q2 2026, selling an estimated $31.4K and leaving 15,923 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

EP Wealth Advisors first reported a position in G in Q3 2024 and has held it in 7 quarters since. The position peaked at $795K in Q4 2025. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • EP Wealth Advisors held 15,923 shares of Genpact worth $438K as of Q2 2026.
  • EP Wealth Advisors sold 957 Genpact shares in Q2 2026, an estimated $31.4K.
  • Genpact made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1088 holding.
  • EP Wealth Advisors first reported a position in Genpact in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Genpact position peaked at $795K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.