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 Q2	$468K	Sell	17,005 -1,950	-10%	-$64.1K	0.12%	173
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s G Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Genpact (G) stake by 10% in Q2 2026, selling an estimated $64.1K and leaving 17,005 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #173.

Heritage Wealth Management (Ohio) first reported a position in G in Q2 2024 and has held it in 9 quarters since. The position peaked at $955K in Q1 2025. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

Heritage Wealth Management (Ohio) held 17,005 shares of Genpact worth $468K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 1,950 Genpact shares in Q2 2026, an estimated $64.1K.
Genpact made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #173 holding.
Heritage Wealth Management (Ohio) first reported a position in Genpact in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Genpact position peaked at $955K in Q1 2025.
480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.