VWM
G icon

Venturi Wealth Management’s Genpact G Stock Holding History

Venturi Wealth Management’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 		– Sell
-6,899
Closed -$323K – 629
2025
Q4 		$323K Buy
6,899
+441
+7% +$19.1K 0.01% 449
2025
Q3 		$271K Buy
+6,458
New +$284K 0.01% 463
2025
Q2 		– Sell
-4,861
Closed -$245K – 569
2025
Q1 		$245K Buy
4,861
+715
+17% +$35.5K 0.01% 494
2024
Q4 		$178K Buy
4,146
+1,523
+58% +$64.3K 0.01% 572
2024
Q3 		$103K Buy
2,623
+1,121
+75% +$40.5K 0.01% 563
2024
Q2 		$48.4K Buy
1,502
+879
+141% +$28.4K ﹤0.01% 675
2024
Q1 		$20.5K Buy
623
+571
+1,098% +$19.8K ﹤0.01% 733
2023
Q4 		$1.81K Buy
+52
New +$1.79K ﹤0.01% 1244

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NIEF
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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