PWPS
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Pinnacle Wealth Planning Services’s Genpact G Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$5.09K Sell
185
-162
-47% -$5.32K ﹤0.01% 2286
2026
Q1 		$12.9K Buy
347
+70
+25% +$2.88K ﹤0.01% 1903
2025
Q4 		$13K Buy
+277
New +$12K ﹤0.01% 1909
2021
Q1 		– Sell
-1,806
Closed -$74K – 963
2020
Q4 		$74K Buy
+1,806
New +$71.4K 0.02% 610

Other funds holding G

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

Pinnacle Wealth Planning Services's G Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Genpact (G) stake by 47% in Q2 2026, selling an estimated $5.32K and leaving 185 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Pinnacle Wealth Planning Services first reported a position in G in Q4 2020 and has held it in 4 quarters since. The position peaked at $74K in Q4 2020. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Pinnacle Wealth Planning Services held 185 shares of Genpact worth $5.09K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 162 Genpact shares in Q2 2026, an estimated $5.32K.
  • Genpact made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2286 holding.
  • Pinnacle Wealth Planning Services first reported a position in Genpact in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Genpact position peaked at $74K in Q4 2020.
  • 480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.