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 Q2	$2.85M	Buy	103,485 +1,283	+1%	+$42.2K	0.72%	32
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

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 $3.37T AUM 44.26% 1-Year Est. Return

Walled Lake Planning & Wealth Management's G Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Genpact (G) stake by 1.3% in Q2 2026, buying an estimated $42.2K and bringing the position to 103,485 shares worth $2.85M. The position accounts for 0.72% of the portfolio, ranked #32.

Walled Lake Planning & Wealth Management first reported a position in G in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.37M in Q1 2025. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

Walled Lake Planning & Wealth Management held 103,485 shares of Genpact worth $2.85M as of Q2 2026.
Walled Lake Planning & Wealth Management bought 1,283 Genpact shares in Q2 2026, an estimated $42.2K.
Genpact made up 0.72% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #32 holding.
Walled Lake Planning & Wealth Management first reported a position in Genpact in Q1 2024 and has held it in 10 quarters since.
Walled Lake Planning & Wealth Management's Genpact position peaked at $5.37M in Q1 2025.
480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.