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EverSource Wealth Advisors’s Genpact G Stock Holding History

EverSource 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 		$99.5K Sell
3,618
-7,774
-68% -$255K ﹤0.01% 1388
2026
Q1 		$424K Buy
11,392
+4,320
+61% +$178K 0.01% 674
2025
Q4 		$331K Buy
7,072
+2,244
+46% +$97K 0.01% 717
2025
Q3 		$202K Buy
4,828
+2,211
+84% +$97.2K 0.01% 899
2025
Q2 		$115K Buy
2,617
+1,156
+79% +$52.3K 0.01% 1128
2025
Q1 		$73.6K Buy
1,461
+16
+1% +$793 ﹤0.01% 1044
2024
Q4 		$62.1K Sell
1,445
-191
-12% -$8.06K ﹤0.01% 1089
2024
Q3 		$64.1K Buy
1,636
+518
+46% +$18.7K ﹤0.01% 963
2024
Q2 		$38.8K Buy
1,118
+252
+29% +$8.13K ﹤0.01% 1208
2024
Q1 		$26.6K Sell
866
-48
-5% -$1.67K ﹤0.01% 1232
2023
Q4 		$31.7K Buy
914
+471
+106% +$16.2K ﹤0.01% 1067
2023
Q3 		$16K Buy
443
+40
+10% +$1.49K ﹤0.01% 1212
2023
Q2 		$15.1K Sell
403
-1,896
-82% -$76.3K ﹤0.01% 1262
2023
Q1 		$106K Sell
2,299
-108
-4% -$5.04K 0.01% 528
2022
Q4 		$112K Buy
2,407
+235
+11% +$10.7K 0.02% 476
2022
Q3 		$95K Sell
2,172
-411
-16% -$18.9K 0.02% 440
2022
Q2 		$109K Buy
2,583
+2,417
+1,456% +$102K 0.03% 351
2022
Q1 		$7K Sell
166
-387
-70% -$17.9K ﹤0.01% 1135
2021
Q4 		$30K Buy
+553
New +$27.8K 0.01% 531

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 $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Genpact (G) stake by 68% in Q2 2026, selling an estimated $255K and leaving 3,618 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

EverSource Wealth Advisors first reported a position in G in Q4 2021 and has held it in 19 quarters since. The position peaked at $424K in Q1 2026. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • EverSource Wealth Advisors held 3,618 shares of Genpact worth $99.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 7,774 Genpact shares in Q2 2026, an estimated $255K.
  • Genpact made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1388 holding.
  • EverSource Wealth Advisors first reported a position in Genpact in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Genpact position peaked at $424K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.