IWC
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Integrated Wealth Concepts’s Genpact G Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-29,827
Closed -$1.11M – 2462
2026
Q1 		$1.11M Buy
29,827
+13,056
+78% +$538K 0.01% 1049
2025
Q4 		$785K Buy
16,771
+6,120
+57% +$265K 0.01% 886
2025
Q3 		$446K Buy
10,651
+5,693
+115% +$250K ﹤0.01% 1417
2025
Q2 		$218K Buy
+4,958
New +$225K ﹤0.01% 1718

Other funds holding G

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Concepts's G Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Genpact (G) in Q2 2026, closing a stake of 29,827 shares — an estimated $1.11M sold.

Integrated Wealth Concepts first reported a position in G in Q2 2025 and held it in 4 quarters. The position peaked at $1.11M in Q1 2026. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Genpact position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 29,827 Genpact shares in Q2 2026, an estimated $1.11M.
  • Integrated Wealth Concepts first reported a position in Genpact in Q2 2025 and held it in 4 quarters.
  • Integrated Wealth Concepts's Genpact position peaked at $1.11M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.