Heritage Wealth Management (Ohio)’s Genpact G Stock Holding History

Heritage Wealth Management (Ohio)’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	$706K	Hold	18,955	–	–	0.35%	73
2025 Q4	$887K	Hold	18,955	–	–	0.25%	102
2025 Q3	$794K	Hold	18,955	–	–	0.23%	103
2025 Q2	$834K	Hold	18,955	–	–	0.27%	96
2025 Q1	$955K	Hold	18,955	–	–	0.33%	80
2024 Q4	$814K	Hold	18,955	–	–	0.27%	97
2024 Q3	$743K	Hold	18,955	–	–	0.24%	104
2024 Q2	$589K	Buy	+18,955	New	+$611K	0.2%	118

Other funds holding G

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIEF

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s G Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Genpact (G) position steady in Q1 2026 at 18,955 shares worth $706K. The position accounts for 0.35% of the portfolio, ranked #73.

Heritage Wealth Management (Ohio) first reported a position in G in Q2 2024 and has held it in 8 quarters since. The position peaked at $955K in Q1 2025. 515 funds tracked by Wall St. Rank hold G as of Q1 2026.

Heritage Wealth Management (Ohio) held 18,955 shares of Genpact worth $706K as of Q1 2026.
Heritage Wealth Management (Ohio) left its Genpact share count unchanged in Q1 2026.
Genpact made up 0.35% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #73 holding.
Heritage Wealth Management (Ohio) first reported a position in Genpact in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Genpact position peaked at $955K in Q1 2025.
515 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.