True Wealth Design
G icon

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
Q3 		$54.2K Sell
1,667
-728
-30% -$24.6K 0.01% 480
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

True Wealth Design's G Position: Q3 2026 in Review

True Wealth Design reduced its Genpact (G) stake by 30% in Q3 2026, selling an estimated $24.6K and leaving 1,667 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #480.

True Wealth Design first reported a position in G in Q4 2022 and has held it in 15 quarters since. The position peaked at $793K in Q2 2024. 84 funds tracked by Wall St. Rank hold G as of Q3 2026.

  • True Wealth Design held 1,667 shares of Genpact worth $54.2K as of Q3 2026.
  • True Wealth Design sold 728 Genpact shares in Q3 2026, an estimated $24.6K.
  • Genpact made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #480 holding.
  • True Wealth Design first reported a position in Genpact in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Genpact position peaked at $793K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Genpact as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.