PWM
G icon

Perigon Wealth Management’s Genpact G Stock Holding History

Perigon 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 		– Sell
-8,000
Closed -$374K – 1345
2025
Q4 		$374K Buy
8,000
+1,795
+29% +$77.6K 0.01% 930
2025
Q3 		$260K Buy
+6,205
New +$273K 0.01% 1035
2021
Q1 		– Sell
-1,160
Closed -$48K – 701
2020
Q4 		$48K Buy
+1,160
New +$45.8K 0.01% 751
2017
Q1 		– Sell
-550
Closed -$13K – 646
2016
Q4 		$13K Buy
+550
New +$13.1K ﹤0.01% 525

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's G Position: Q1 2026 in Review

Perigon Wealth Management sold out of Genpact (G) in Q1 2026, closing a stake of 8,000 shares — an estimated $374K sold.

Perigon Wealth Management first reported a position in G in Q4 2016 and held it in 4 quarters. The position peaked at $374K in Q4 2025. 520 funds tracked by Wall St. Rank hold G as of Q1 2026.

  • Perigon Wealth Management reported no remaining Genpact position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 8,000 Genpact shares in Q1 2026, an estimated $374K.
  • Perigon Wealth Management first reported a position in Genpact in Q4 2016 and held it in 4 quarters.
  • Perigon Wealth Management's Genpact position peaked at $374K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.