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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,384
Closed -$292K – 216
2025
Q4 		$292K Sell
6,384
-816
-11% -$35.3K 0.23% 148
2025
Q3 		$296K Buy
7,200
+1,404
+24% +$61.7K 0.25% 145
2025
Q2 		$267K Buy
5,796
+205
+4% +$9.28K 0.24% 153
2025
Q1 		$264K Buy
5,591
+944
+20% +$46.8K 0.28% 129
2024
Q4 		$201K Buy
+4,647
New +$196K 0.2% 174

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

Phillips Wealth Planners's G Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Genpact (G) in Q1 2026, closing a stake of 6,384 shares — an estimated $292K sold.

Phillips Wealth Planners first reported a position in G in Q4 2024 and held it in 5 quarters. The position peaked at $296K in Q3 2025. 520 funds tracked by Wall St. Rank hold G as of Q1 2026.

  • Phillips Wealth Planners reported no remaining Genpact position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 6,384 Genpact shares in Q1 2026, an estimated $292K.
  • Phillips Wealth Planners first reported a position in Genpact in Q4 2024 and held it in 5 quarters.
  • Phillips Wealth Planners's Genpact position peaked at $296K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.