GoalVest Advisory’s Genpact G Stock Holding History

GoalVest Advisory’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 Q3	$14.7K	Buy	+451	New	+$15.3K	﹤0.01%	367
2026 Q1	–	Sell	-216	Closed	-$10.1K	–	490
2025 Q4	$10.1K	Buy	+216	New	+$9.34K	﹤0.01%	418

Other funds holding G

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's G Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Genpact (G) in Q3 2026: 451 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in G as recently as Q4 2025.

GoalVest Advisory first reported a position in G in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold G as of Q3 2026.

GoalVest Advisory held 451 shares of Genpact worth $14.7K as of Q3 2026.
Genpact was a new GoalVest Advisory position in Q3 2026.
Genpact made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #367 holding.
GoalVest Advisory first reported a position in Genpact in Q4 2025 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held Genpact as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.