Spire Wealth Management’s Genpact G Stock Holding History

Spire Wealth Management’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
2023 Q4	–	Sell	-14	Closed	-$507	–	2399
2023 Q3	$507	Buy	+14	New	+$520	﹤0.01%	2347
2023 Q1	–	Sell	-129	Closed	-$6K	–	2518
2022 Q4	$6K	Buy	+129	New	+$5.87K	﹤0.01%	1774
2022 Q3	–	Sell	-364	Closed	-$15K	–	2335
2022 Q2	$15K	Sell	364 -3,097	-89%	-$131K	﹤0.01%	1772
2022 Q1	$151K	Sell	3,461 -970	-22%	-$45K	﹤0.01%	1009
2021 Q4	$235K	Buy	4,431 +370	+9%	+$18.6K	0.01%	1021
2021 Q3	$193K	Buy	4,061 +61	+2%	+$3.03K	0.01%	944
2021 Q2	$182K	Sell	4,000 -235	-6%	-$10.6K	﹤0.01%	972
2021 Q1	$182K	Buy	+4,235	New	+$176K	﹤0.01%	1108

Other funds holding G

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

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

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

NIEF

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spire Wealth Management's G Position: Q4 2023 in Review

Spire Wealth Management sold out of Genpact (G) in Q4 2023, closing a stake of 14 shares — an estimated $507 sold.

Spire Wealth Management first reported a position in G in Q1 2021 and held it in 8 quarters. The position peaked at $235K in Q4 2021. 354 funds tracked by Wall St. Rank hold G as of Q4 2023.

Spire Wealth Management reported no remaining Genpact position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 14 Genpact shares in Q4 2023, an estimated $507.
Spire Wealth Management first reported a position in Genpact in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Genpact position peaked at $235K in Q4 2021.
354 funds tracked by Wall St. Rank held Genpact as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.