Wealth Enhancement Advisory Services
G icon

Wealth Enhancement Advisory Services’s Genpact G Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.82M Sell
75,000
-63,207
-46% -$2.08M ﹤0.01% 1639
2026
Q1 		$4.35M Buy
138,207
+48,372
+54% +$1.99M 0.01% 953
2025
Q4 		$4.27M Buy
89,835
+53,294
+146% +$2.3M 0.01% 1098
2025
Q3 		$1.49M Buy
36,541
+26,651
+269% +$1.17M ﹤0.01% 1623
2025
Q2 		$454K Buy
9,890
+240
+2% +$10.9K ﹤0.01% 2300
2025
Q1 		$486K Buy
9,650
+1,651
+21% +$81.9K ﹤0.01% 2089
2024
Q4 		$344K Buy
7,999
+1,635
+26% +$69K ﹤0.01% 2267
2024
Q3 		$250K Buy
+6,364
New +$230K ﹤0.01% 2305

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

Wealth Enhancement Advisory Services's G Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Genpact (G) stake by 46% in Q2 2026, selling an estimated $2.08M and leaving 75,000 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Wealth Enhancement Advisory Services first reported a position in G in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.35M in Q1 2026. 479 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,000 shares of Genpact worth $1.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 63,207 Genpact shares in Q2 2026, an estimated $2.08M.
  • Genpact made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1639 holding.
  • Wealth Enhancement Advisory Services first reported a position in Genpact in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Genpact position peaked at $4.35M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.