United Capital Financial Advisors’s Genpact G Stock Holding History

United Capital Financial Advisors’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	$254K	Buy	+9,223	New	+$303K	﹤0.01%	1442
2021 Q4	–	Sell	-4,460	Closed	-$212K	–	1218
2021 Q3	$212K	Sell	4,460 -633	-12%	-$31.4K	﹤0.01%	1126
2021 Q2	$231K	Sell	5,093 -345	-6%	-$15.6K	﹤0.01%	1112
2021 Q1	$233K	Sell	5,438 -1,454	-21%	-$60.4K	﹤0.01%	1069
2020 Q4	$285K	Buy	6,892 +50	+0.7%	+$1.98K	﹤0.01%	1017
2020 Q3	$267K	Buy	+6,842	New	+$270K	﹤0.01%	988
2019 Q3	–	Sell	-7,251	Closed	-$276K	–	1383
2019 Q2	$276K	Buy	7,251 +644	+10%	+$23.4K	﹤0.01%	1254
2019 Q1	$232K	Buy	+6,607	New	+$209K	﹤0.01%	1224
2016 Q3	–	Sell	-8,814	Closed	-$238K	–	1277
2016 Q2	$238K	Sell	8,814 -2,180	-20%	-$60K	﹤0.01%	1115
2016 Q1	$299K	Sell	10,994 -30,469	-73%	-$772K	﹤0.01%	1002
2015 Q4	$1.04M	Buy	+41,463	New	+$1.03M	0.01%	689

Other funds holding G

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

United Capital Financial Advisors's G Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Genpact (G) in Q2 2026: 9,223 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in G as recently as Q3 2021.

United Capital Financial Advisors first reported a position in G in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2015. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

United Capital Financial Advisors held 9,223 shares of Genpact worth $254K as of Q2 2026.
Genpact was a new United Capital Financial Advisors position in Q2 2026.
Genpact made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1442 holding.
United Capital Financial Advisors first reported a position in Genpact in Q4 2015 and has held it in 11 quarters since.
United Capital Financial Advisors's Genpact position peaked at $1.04M in Q4 2015.
479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.