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Waverly Advisors’s Genpact G Stock Holding History

Waverly 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 		– Sell
-9,235
Closed -$344K – 1785
2026
Q1 		$344K Buy
9,235
+4,322
+88% +$178K ﹤0.01% 1246
2025
Q4 		$230K Buy
+4,913
New +$212K ﹤0.01% 1333
2014
Q1 		– Sell
-1,900
Closed -$35K – 754
2013
Q4 		$35K Hold
1,900
– – 0.01% 372
2013
Q3 		$51K Buy
+1,900
New +$37.9K 0.03% 241

Other funds holding G

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

Waverly Advisors's G Position: Q2 2026 in Review

Waverly Advisors sold out of Genpact (G) in Q2 2026, closing a stake of 9,235 shares — an estimated $344K sold.

Waverly Advisors first reported a position in G in Q3 2013 and held it in 4 quarters. The position peaked at $344K in Q1 2026. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Waverly Advisors reported no remaining Genpact position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 9,235 Genpact shares in Q2 2026, an estimated $344K.
  • Waverly Advisors first reported a position in Genpact in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's Genpact position peaked at $344K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.