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Phillips Wealth Planners’s Genpact G Stock Holding History

Phillips Wealth Planners’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
5,796
+205
+4% +$9.46K 0.24% 153
2025
Q1 		$264K Buy
5,591
+944
+20% +$44.7K 0.28% 129
2024
Q4 		$201K Buy
+4,647
New +$201K 0.2% 174