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Triad Wealth Partners’s Genpact G Stock Holding History

Triad Wealth Partners’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
-8,655
Closed -$322K – 577
2026
Q1 		$322K Buy
8,655
+301
+4% +$12.4K 0.03% 380
2025
Q4 		$391K Buy
+8,354
New +$361K 0.04% 320
2024
Q3 		– Sell
-48
Closed -$1.54K – 367
2024
Q2 		$1.54K Buy
+48
New +$1.55K ﹤0.01% 805

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

Triad Wealth Partners's G Position: Q2 2026 in Review

Triad Wealth Partners sold out of Genpact (G) in Q2 2026, closing a stake of 8,655 shares — an estimated $322K sold.

Triad Wealth Partners first reported a position in G in Q2 2024 and held it in 3 quarters. The position peaked at $391K in Q4 2025. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Triad Wealth Partners reported no remaining Genpact position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 8,655 Genpact shares in Q2 2026, an estimated $322K.
  • Triad Wealth Partners first reported a position in Genpact in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Genpact position peaked at $391K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.