HWMO
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$589K 0.2% 118