HB Wealth Management’s Genpact G Stock Holding History

HB 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	$533K	Buy	14,303 +2,535	+22%	+$104K	﹤0.01%	950
2025 Q4	$551K	Buy	11,768 +1,997	+20%	+$86.4K	﹤0.01%	866
2025 Q3	$409K	Buy	9,771 +1,917	+24%	+$84.3K	﹤0.01%	940
2025 Q2	$346K	Sell	7,854 -2,384	-23%	-$108K	﹤0.01%	887
2025 Q1	$516K	Buy	10,238 +14	+0.1%	+$694	﹤0.01%	754
2024 Q4	$439K	Buy	10,224 +1,627	+19%	+$68.7K	﹤0.01%	665
2024 Q3	$337K	Sell	8,597 -5,857	-41%	-$212K	﹤0.01%	721
2024 Q2	$465K	Buy	+14,454	New	+$466K	0.01%	565
2023 Q4	–	Sell	-21,571	Closed	-$781K	–	806
2023 Q3	$781K	Buy	21,571 +123	+0.6%	+$4.57K	0.01%	337
2023 Q2	$806K	Sell	21,448 -396	-2%	-$15.9K	0.01%	326
2023 Q1	$1.01M	Sell	21,844 -5,113	-19%	-$239K	0.02%	285
2022 Q4	$1.25M	Sell	26,957 -3,283	-11%	-$149K	0.02%	255
2022 Q3	$1.32M	Sell	30,240 -37	-0.1%	-$1.7K	0.03%	222
2022 Q2	$1.28M	Buy	30,277 +297	+1%	+$12.6K	0.03%	223
2022 Q1	$1.3M	Sell	29,980 -11,359	-27%	-$527K	0.02%	234
2021 Q4	$2.19M	Buy	+41,339	New	+$2.08M	0.04%	154

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