JFS Wealth Advisors’s Genpact G Stock Holding History

JFS Wealth Advisors’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	$3.55K	Sell	129 -1	-0.8%	-$33	﹤0.01%	1416
2026 Q1	$4.84K	Sell	130 -13	-9%	-$536	﹤0.01%	1205
2025 Q4	$6.69K	Buy	143 +46	+47%	+$1.99K	﹤0.01%	1128
2025 Q3	$4.06K	Sell	97 -7	-7%	-$308	﹤0.01%	1200
2025 Q2	$4.58K	Sell	104 -26	-20%	-$1.18K	﹤0.01%	1116
2025 Q1	$6.55K	Buy	130 +33	+34%	+$1.64K	﹤0.01%	1016
2024 Q4	$4.17K	Hold	97	–	–	﹤0.01%	1194
2024 Q3	$3.8K	Buy	97 +12	+14%	+$434	﹤0.01%	1223
2024 Q2	$2.74K	Buy	85 +70	+467%	+$2.26K	﹤0.01%	1316
2024 Q1	$495	Hold	15	–	–	﹤0.01%	1787
2023 Q4	$521	Sell	15 -34	-69%	-$1.17K	﹤0.01%	1797
2023 Q3	$1.77K	Sell	49 -53	-52%	-$1.97K	﹤0.01%	1406
2023 Q2	$3.83K	Sell	102 -27	-21%	-$1.09K	﹤0.01%	1125
2023 Q1	$5.96K	Buy	129 +2	+2%	+$93	﹤0.01%	916
2022 Q4	$5.88K	Sell	127 -4	-3%	-$182	﹤0.01%	929
2022 Q3	$6K	Buy	131 +46	+54%	+$2.11K	﹤0.01%	907
2022 Q2	$4K	Sell	85 -7	-8%	-$297	﹤0.01%	1071
2022 Q1	$4K	Buy	92 +51	+124%	+$2.36K	﹤0.01%	1137
2021 Q4	$2K	Buy	+41	New	+$2.06K	﹤0.01%	1079

Other funds holding G

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return