Mount Yale Investment Advisors’s Genpact G Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-134	Closed	-$5.9K	–	1030
2025 Q2	$5.9K	Buy	+134	New	+$6.07K	﹤0.01%	1208
2020 Q2	–	Sell	-13,888	Closed	-$406K	–	344
2020 Q1	$406K	Buy	13,888 +1,703	+14%	+$66.6K	0.09%	213
2019 Q4	$539K	Sell	12,185 -1,180	-9%	-$47.2K	0.09%	182
2019 Q3	$531K	Sell	13,365 -510	-4%	-$20.2K	0.1%	182
2019 Q2	$537K	Sell	13,875 -133	-0.9%	-$4.84K	0.1%	170
2019 Q1	$493K	Hold	14,008	–	–	0.09%	178
2018 Q4	$457K	Buy	14,008 +617	+5%	+$17.6K	0.09%	190
2018 Q3	$394K	Buy	13,391 +18	+0.1%	+$547	0.07%	217
2018 Q2	$387K	Buy	13,373 +51	+0.4%	+$1.58K	0.07%	216
2018 Q1	$426K	Buy	+13,322	New	+$433K	0.09%	201

Other funds holding G

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Mount Yale Investment Advisors's G Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Genpact (G) in Q3 2025, closing a stake of 134 shares — an estimated $5.9K sold.

Mount Yale Investment Advisors first reported a position in G in Q1 2018 and held it in 10 quarters. The position peaked at $539K in Q4 2019. 493 funds tracked by Wall St. Rank hold G as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Genpact position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 134 Genpact shares in Q3 2025, an estimated $5.9K.
Mount Yale Investment Advisors first reported a position in Genpact in Q1 2018 and held it in 10 quarters.
Mount Yale Investment Advisors's Genpact position peaked at $539K in Q4 2019.
493 funds tracked by Wall St. Rank held Genpact as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.