WR Wealth Planners’s Genpact G Stock Holding History

WR Wealth Planners’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
2024 Q3	–	Sell	-385	Closed	-$12.4K	–	1168
2024 Q2	$12.4K	Buy	385 +70	+22%	+$2.26K	﹤0.01%	555
2024 Q1	$10.4K	Buy	+315	New	+$10.9K	﹤0.01%	591
2023 Q4	–	Sell	-261	Closed	-$9.45K	–	440
2023 Q3	$9.45K	Hold	261	–	–	﹤0.01%	580
2023 Q2	$9.81K	Buy	261 +46	+21%	+$1.85K	﹤0.01%	583
2023 Q1	$9.94K	Buy	+215	New	+$10K	﹤0.01%	556

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIEF

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WR Wealth Planners's G Position: Q3 2024 in Review

WR Wealth Planners sold out of Genpact (G) in Q3 2024, closing a stake of 385 shares — an estimated $12.4K sold.

WR Wealth Planners first reported a position in G in Q1 2023 and held it in 5 quarters. The position peaked at $12.4K in Q2 2024. 386 funds tracked by Wall St. Rank hold G as of Q3 2024.

WR Wealth Planners reported no remaining Genpact position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 385 Genpact shares in Q3 2024, an estimated $12.4K.
WR Wealth Planners first reported a position in Genpact in Q1 2023 and held it in 5 quarters.
WR Wealth Planners's Genpact position peaked at $12.4K in Q2 2024.
386 funds tracked by Wall St. Rank held Genpact as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.