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Principia Wealth Advisory’s Genpact G Stock Holding History

Principia Wealth Advisory’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 		$385 Sell
14
-7
-33% -$230 ﹤0.01% 929
2026
Q1 		$782 Buy
+21
New +$865 ﹤0.01% 763

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

Principia Wealth Advisory's G Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Genpact (G) stake by 33% in Q2 2026, selling an estimated $230 and leaving 14 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Principia Wealth Advisory first reported a position in G in Q1 2026 and has held it in 2 quarters since. The position peaked at $782 in Q1 2026. 478 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Principia Wealth Advisory held 14 shares of Genpact worth $385 as of Q2 2026.
  • Principia Wealth Advisory sold 7 Genpact shares in Q2 2026, an estimated $230.
  • Genpact made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #929 holding.
  • Principia Wealth Advisory first reported a position in Genpact in Q1 2026 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Genpact position peaked at $782 in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.