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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 $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