Walled Lake Planning & Wealth Management’s Genpact G Stock Holding History

Walled Lake Planning & 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	$3.81M	Buy	102,202 +1,058	+1%	+$43.6K	1.12%	21
2025 Q4	$4.73M	Sell	101,144 -133	-0.1%	-$5.75K	1.5%	20
2025 Q3	$4.24M	Sell	101,277 -4,689	-4%	-$206K	1.39%	19
2025 Q2	$4.66M	Sell	105,966 -570	-0.5%	-$25.8K	1.52%	20
2025 Q1	$5.37M	Sell	106,536 -1,751	-2%	-$86.8K	1.91%	17
2024 Q4	$4.65M	Buy	108,287 +1,478	+1%	+$62.4K	1.73%	17
2024 Q3	$4.19M	Buy	106,809 +550	+0.5%	+$19.9K	1.57%	20
2024 Q2	$3.42M	Sell	106,259 -2,282	-2%	-$73.6K	1.4%	26
2024 Q1	$3.58M	Buy	+108,541	New	+$3.77M	1.47%	23

Other funds holding G

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Walled Lake Planning & Wealth Management's G Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its Genpact (G) stake by 1% in Q1 2026, buying an estimated $43.6K and bringing the position to 102,202 shares worth $3.81M. The position accounts for 1.12% of the portfolio, ranked #21.

Walled Lake Planning & Wealth Management first reported a position in G in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.37M in Q1 2025. 515 funds tracked by Wall St. Rank hold G as of Q1 2026.

Walled Lake Planning & Wealth Management held 102,202 shares of Genpact worth $3.81M as of Q1 2026.
Walled Lake Planning & Wealth Management bought 1,058 Genpact shares in Q1 2026, an estimated $43.6K.
Genpact made up 1.12% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #21 holding.
Walled Lake Planning & Wealth Management first reported a position in Genpact in Q1 2024 and has held it in 9 quarters since.
Walled Lake Planning & Wealth Management's Genpact position peaked at $5.37M in Q1 2025.
515 funds tracked by Wall St. Rank held Genpact as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.