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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
Q2 		$65.9K Sell
2,395
-153
-6% -$5.03K 0.02% 388
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

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

True Wealth Design's G Position: Q2 2026 in Review

True Wealth Design reduced its Genpact (G) stake by 6% in Q2 2026, selling an estimated $5.03K and leaving 2,395 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #388.

True Wealth Design first reported a position in G in Q4 2022 and has held it in 14 quarters since. The position peaked at $793K in Q2 2024. 478 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • True Wealth Design held 2,395 shares of Genpact worth $65.9K as of Q2 2026.
  • True Wealth Design sold 153 Genpact shares in Q2 2026, an estimated $5.03K.
  • Genpact made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #388 holding.
  • True Wealth Design first reported a position in Genpact in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Genpact position peaked at $793K in Q2 2024.
  • 478 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.