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Sowell Financial Services’s Genpact G Stock Holding History

Sowell Financial 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 		– Sell
-5,475
Closed -$204K – 1184
2026
Q1 		$204K Sell
5,475
-633
-10% -$26.1K 0.01% 1044
2025
Q4 		$286K Buy
+6,108
New +$264K 0.01% 854
2021
Q2 		– Sell
-7,868
Closed -$370K – 1353
2021
Q1 		$370K Sell
7,868
-1,407
-15% -$58.4K 0.01% 760
2020
Q4 		$384K Buy
9,275
+475
+5% +$18.8K 0.02% 606
2020
Q3 		$343K Sell
8,800
-1,350
-13% -$53.2K 0.02% 571
2020
Q2 		$371K Sell
10,150
-137
-1% -$4.63K 0.02% 538
2020
Q1 		$300K Buy
10,287
+719
+8% +$28.1K 0.02% 543
2019
Q4 		$403K Buy
9,568
+8,985
+1,541% +$359K 0.03% 508
2019
Q3 		$23K Buy
+583
New +$23.1K ﹤0.01% 1227

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

Sowell Financial Services's G Position: Q2 2026 in Review

Sowell Financial Services sold out of Genpact (G) in Q2 2026, closing a stake of 5,475 shares — an estimated $204K sold.

Sowell Financial Services first reported a position in G in Q3 2019 and held it in 9 quarters. The position peaked at $403K in Q4 2019. 478 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Sowell Financial Services reported no remaining Genpact position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 5,475 Genpact shares in Q2 2026, an estimated $204K.
  • Sowell Financial Services first reported a position in Genpact in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Genpact position peaked at $403K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.