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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 $2.3T AUM 54.33% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Venturi Wealth Management's G Position: Q1 2026 in Review

Venturi Wealth Management sold out of Genpact (G) in Q1 2026, closing a stake of 6,899 shares — an estimated $323K sold.

Venturi Wealth Management first reported a position in G in Q4 2023 and held it in 8 quarters. The position peaked at $323K in Q4 2025. 520 funds tracked by Wall St. Rank hold G as of Q1 2026.

  • Venturi Wealth Management reported no remaining Genpact position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 6,899 Genpact shares in Q1 2026, an estimated $323K.
  • Venturi Wealth Management first reported a position in Genpact in Q4 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Genpact position peaked at $323K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.