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Geneos Wealth Management’s Genpact G Stock Holding History

Geneos Wealth 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
-83
Closed -$3.88K – 2510
2025
Q4 		$3.88K Buy
+83
New +$3.59K ﹤0.01% 2205
2025
Q3 		– Sell
-517
Closed -$22.8K – 2755
2025
Q2 		$22.8K Buy
517
+13
+3% +$589 ﹤0.01% 1973
2025
Q1 		$25.4K Buy
504
+173
+52% +$8.58K ﹤0.01% 1830
2024
Q4 		$14.2K Hold
331
– – ﹤0.01% 1889
2024
Q3 		$13K Buy
+331
New +$12K ﹤0.01% 1727
2021
Q1 		– Sell
-140
Closed -$6K – 3138
2020
Q4 		$6K Sell
140
-869
-86% -$34.3K ﹤0.01% 2414
2020
Q3 		$38K Hold
1,009
– – ﹤0.01% 1365
2020
Q2 		$36K Sell
1,009
-854
-46% -$28.9K ﹤0.01% 1363
2020
Q1 		$53K Buy
1,863
+2
+0.1% +$78 ﹤0.01% 1088
2019
Q4 		$78K Buy
1,861
+251
+16% +$10K ﹤0.01% 1055
2019
Q3 		$61K Buy
1,610
+301
+23% +$11.9K ﹤0.01% 1084
2019
Q2 		$49K Buy
1,309
+300
+30% +$10.9K ﹤0.01% 1197
2019
Q1 		$35K Hold
1,009
– – ﹤0.01% 1321
2018
Q4 		$26K Sell
1,009
-383
-28% -$10.9K ﹤0.01% 1383
2018
Q3 		$42K Buy
+1,392
New +$42.3K ﹤0.01% 1252

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

Geneos Wealth Management's G Position: Q1 2026 in Review

Geneos Wealth Management sold out of Genpact (G) in Q1 2026, closing a stake of 83 shares — an estimated $3.88K sold.

Geneos Wealth Management first reported a position in G in Q3 2018 and held it in 15 quarters. The position peaked at $78K in Q4 2019. 520 funds tracked by Wall St. Rank hold G as of Q1 2026.

  • Geneos Wealth Management reported no remaining Genpact position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 83 Genpact shares in Q1 2026, an estimated $3.88K.
  • Geneos Wealth Management first reported a position in Genpact in Q3 2018 and held it in 15 quarters.
  • Geneos Wealth Management's Genpact position peaked at $78K in Q4 2019.
  • 520 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.