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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
Q2 		– Sell
-8,160
Closed -$304K – 177
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

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OneAscent Wealth Management's G Position: Q2 2026 in Review

OneAscent Wealth Management sold out of Genpact (G) in Q2 2026, closing a stake of 8,160 shares — an estimated $304K sold.

OneAscent Wealth Management first reported a position in G in Q1 2022 and held it in 13 quarters. The position peaked at $426K in Q1 2025. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • OneAscent Wealth Management reported no remaining Genpact position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 8,160 Genpact shares in Q2 2026, an estimated $304K.
  • OneAscent Wealth Management first reported a position in Genpact in Q1 2022 and held it in 13 quarters.
  • OneAscent Wealth Management's Genpact position peaked at $426K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.