True Wealth Design’s Genpact G Stock Holding History

True Wealth Design’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	$94.9K	Buy	2,548 +95	+4%	+$3.91K	0.03%	225
2025 Q4	$115K	Buy	2,453 +785	+47%	+$33.9K	0.03%	165
2025 Q3	$69.9K	Buy	1,668 +1,501	+899%	+$66K	0.02%	237
2025 Q2	$7.35K	Sell	167 -92	-36%	-$4.17K	﹤0.01%	678
2025 Q1	$13K	Buy	+259	New	+$12.8K	0.01%	412
2024 Q4	–	Sell	-99	Closed	-$3.88K	–	1420
2024 Q3	$3.88K	Sell	99 -24,525	-100%	-$887K	﹤0.01%	621
2024 Q2	$793K	Buy	24,624 +1,583	+7%	+$51.1K	0.2%	85
2024 Q1	$759K	Buy	23,041 +1,744	+8%	+$60.6K	0.19%	95
2023 Q4	$739K	Buy	21,297 +1,395	+7%	+$48.1K	0.21%	93
2023 Q3	$720K	Buy	19,902 +1,464	+8%	+$54.4K	0.24%	81
2023 Q2	$693K	Buy	18,438 +1,770	+11%	+$71.2K	0.25%	94
2023 Q1	$770K	Buy	16,668 +550	+3%	+$25.7K	0.32%	75
2022 Q4	$747K	Buy	+16,118	New	+$733K	0.35%	75

Other funds holding G

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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