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	Sell	517 -875	-63%	-$39.6K	﹤0.01%	1973
2025 Q1	$70.1K	Buy	1,392 +1,061	+321%	+$52.6K	﹤0.01%	1746
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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return