MYIA
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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return