KWM
G icon

Kingsview Wealth Management’s Genpact G Stock Holding History

Kingsview Wealth Management’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 		$6.17M Sell
165,601
-21,635
-12% -$891K 0.08% 258
2025
Q4 		$8.76M Sell
187,236
-25,840
-12% -$1.12M 0.13% 154
2025
Q3 		$8.93M Buy
213,076
+4,149
+2% +$182K 0.14% 149
2025
Q2 		$9.19M Buy
208,927
+9,266
+5% +$420K 0.16% 135
2025
Q1 		$10.1M Sell
199,661
-63,770
-24% -$3.16M 0.19% 113
2024
Q4 		$11.3M Buy
263,431
+5,216
+2% +$220K 0.22% 87
2024
Q3 		$10.1M Sell
258,215
-1,257
-0.5% -$45.5K 0.21% 91
2024
Q2 		$8.35M Buy
259,472
+15,057
+6% +$486K 0.2% 106
2024
Q1 		$8.05M Buy
244,415
+28,334
+13% +$985K 0.2% 120
2023
Q4 		$7.5M Buy
216,081
+70,501
+48% +$2.43M 0.22% 111
2023
Q3 		$5.27M Buy
145,580
+117,980
+427% +$4.38M 0.19% 121
2023
Q2 		$1.04M Buy
+27,600
New +$1.11M 0.04% 398

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
AQR Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return