Global Retirement Partners’s Genpact G Stock Holding History

Global Retirement Partners’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
2025 Q4	$440K	Buy	9,414 +4,134	+78%	+$179K	0.01%	1018
2025 Q3	$221K	Buy	5,280 +2,926	+124%	+$129K	0.01%	1121
2025 Q2	$104K	Buy	+2,354	New	+$107K	﹤0.01%	1418
2024 Q4	$687	Hold	16	–	–	﹤0.01%	3347
2024 Q3	$627	Hold	16	–	–	﹤0.01%	3237
2024 Q2	$515	Sell	16 -13	-45%	-$419	﹤0.01%	3286
2024 Q1	$956	Sell	29 -1	-3%	-$35	﹤0.01%	2989
2023 Q4	$1.05K	Buy	30 +19	+173%	+$655	﹤0.01%	2884
2023 Q3	$395	Hold	11	–	–	﹤0.01%	3013
2023 Q2	$413	Sell	11 -189	-95%	-$7.61K	﹤0.01%	2990
2023 Q1	$8.45K	Buy	200 +26	+15%	+$1.21K	﹤0.01%	1981
2022 Q4	$8.06K	Hold	174	–	–	﹤0.01%	1857
2022 Q3	$8K	Buy	174 +18	+12%	+$827	﹤0.01%	1763
2022 Q2	$7K	Buy	156 +93	+148%	+$3.94K	﹤0.01%	1771
2022 Q1	$3K	Buy	+63	New	+$2.92K	﹤0.01%	2058

Other funds holding G

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Dimensional Fund Advisors

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

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