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PDS Planning’s Genpact G Stock Holding History

PDS Planning’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 		– Sell
-5,445
Closed -$255K – 573
2025
Q4 		$255K Sell
5,445
-35
-0.6% -$1.51K 0.02% 428
2025
Q3 		$230K Sell
5,480
-1,041
-16% -$45.8K 0.02% 454
2025
Q2 		$287K Sell
6,521
-9
-0.1% -$408 0.02% 367
2025
Q1 		$329K Sell
6,530
-879
-12% -$43.6K 0.03% 304
2024
Q4 		$318K Sell
7,409
-1,886
-20% -$79.6K 0.03% 281
2024
Q3 		$364K Sell
9,295
-1,235
-12% -$44.7K 0.03% 254
2024
Q2 		$339K Buy
10,530
+2,872
+38% +$92.6K 0.03% 237
2024
Q1 		$252K Buy
7,658
+1,387
+22% +$48.2K 0.03% 302
2023
Q4 		$218K Buy
+6,271
New +$216K 0.02% 314

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PDS Planning's G Position: Q1 2026 in Review

PDS Planning sold out of Genpact (G) in Q1 2026, closing a stake of 5,445 shares — an estimated $255K sold.

PDS Planning first reported a position in G in Q4 2023 and held it in 9 quarters. The position peaked at $364K in Q3 2024. 520 funds tracked by Wall St. Rank hold G as of Q1 2026.

  • PDS Planning reported no remaining Genpact position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 5,445 Genpact shares in Q1 2026, an estimated $255K.
  • PDS Planning first reported a position in Genpact in Q4 2023 and held it in 9 quarters.
  • PDS Planning's Genpact position peaked at $364K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.