SFS
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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
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 – 1354
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

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