Planned Solutions’s Genpact G Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-1,605	Closed	-$62.9K	–	299
2024 Q3	$62.9K	Buy	+1,605	New	+$58K	0.03%	274

Other funds holding G

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's G Position: Q4 2024 in Review

Planned Solutions sold out of Genpact (G) in Q4 2024, closing a stake of 1,605 shares — an estimated $62.9K sold.

Planned Solutions first reported a position in G in Q3 2024 and held it in 1 quarter. The position peaked at $62.9K in Q3 2024. 420 funds tracked by Wall St. Rank hold G as of Q4 2024.

Planned Solutions reported no remaining Genpact position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,605 Genpact shares in Q4 2024, an estimated $62.9K.
Planned Solutions first reported a position in Genpact in Q3 2024 and held it in 1 quarter.
Planned Solutions's Genpact position peaked at $62.9K in Q3 2024.
420 funds tracked by Wall St. Rank held Genpact as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.