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Forum Financial Management’s Genpact G Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-5,507
Closed -$258K – 594
2025
Q4 		$258K Buy
5,507
+463
+9% +$20K ﹤0.01% 829
2025
Q3 		$211K Buy
5,044
+1
+0% +$44 ﹤0.01% 940
2025
Q2 		$222K Buy
5,043
+305
+6% +$13.8K ﹤0.01% 846
2025
Q1 		$239K Buy
+4,738
New +$235K ﹤0.01% 719

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's G Position: Q1 2026 in Review

Forum Financial Management sold out of Genpact (G) in Q1 2026, closing a stake of 5,507 shares — an estimated $258K sold.

Forum Financial Management first reported a position in G in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q4 2025. 520 funds tracked by Wall St. Rank hold G as of Q1 2026.

  • Forum Financial Management reported no remaining Genpact position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,507 Genpact shares in Q1 2026, an estimated $258K.
  • Forum Financial Management first reported a position in Genpact in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Genpact position peaked at $258K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.