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Sequoia Financial Advisors’s Genpact G Stock Holding History

Sequoia Financial Advisors’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 		$420K Sell
11,286
-11,453
-50% -$472K ﹤0.01% 1375
2025
Q4 		$1.06M Buy
22,739
+7,153
+46% +$309K 0.01% 859
2025
Q3 		$653K Buy
15,586
+4,829
+45% +$212K ﹤0.01% 994
2025
Q2 		$473K Buy
10,757
+3,085
+40% +$140K ﹤0.01% 1020
2025
Q1 		$387K Sell
7,672
-15,224
-66% -$755K ﹤0.01% 963
2024
Q4 		$983K Sell
22,896
-419
-2% -$17.7K 0.01% 584
2024
Q3 		$914K Buy
23,315
+1,281
+6% +$46.3K 0.01% 571
2024
Q2 		$709K Buy
22,034
+1,304
+6% +$42.1K 0.01% 579
2024
Q1 		$683K Buy
20,730
+1,686
+9% +$58.6K 0.01% 587
2023
Q4 		$661K Buy
19,044
+1,671
+10% +$57.6K 0.01% 658
2023
Q3 		$629K Buy
17,373
+146
+0.8% +$5.42K 0.01% 444
2023
Q2 		$647K Sell
17,227
-768
-4% -$30.9K 0.01% 446
2023
Q1 		$832K Sell
17,995
-97
-0.5% -$4.53K 0.02% 349
2022
Q4 		$838K Buy
+18,092
New +$823K 0.02% 328

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return