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OneAscent Wealth Management’s Genpact G Stock Holding History

OneAscent 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 		$304K Sell
8,160
-296
-4% -$12.2K 0.1% 113
2025
Q4 		$396K Sell
8,456
-315
-4% -$13.6K 0.13% 81
2025
Q3 		$367K Sell
8,771
-205
-2% -$9.01K 0.12% 98
2025
Q2 		$395K Buy
8,976
+523
+6% +$23.7K 0.15% 79
2025
Q1 		$426K Buy
8,453
+73
+0.9% +$3.62K 0.18% 61
2024
Q4 		$360K Buy
8,380
+439
+6% +$18.5K 0.15% 88
2024
Q3 		$311K Buy
+7,941
New +$287K 0.12% 124
2023
Q3 		– Sell
-8,905
Closed -$335K – 165
2023
Q2 		$335K Buy
8,905
+2,944
+49% +$119K 0.16% 62
2023
Q1 		$276K Sell
5,961
-317
-5% -$14.8K 0.11% 135
2022
Q4 		$291K Buy
6,278
+1,660
+36% +$75.5K 0.14% 112
2022
Q3 		$202K Sell
4,618
-871
-16% -$40K 0.11% 144
2022
Q2 		$233K Sell
5,489
-3,144
-36% -$133K 0.12% 147
2022
Q1 		$376K Buy
+8,633
New +$400K 0.19% 114

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