Back to G
Heritage Wealth Management, Inc. → G
Heritage Wealth Management, Inc. G Position History
Genpact Limited • Technology
Quarters held
5
Latest value
$553K
Q3 2026
Peak value
$887K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $794K |
| Q4 2025 | $887K |
| Q1 2026 | $706K |
| Q2 2026 | $468K |
| Q3 2026 | $553K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $553K | 17.0K | — | — |
| Q2 2026 | $468K | 17.0K | — | — |
| Q1 2026 | $706K | 19.0K | — | — |
| Q4 2025 | $887K | 19.0K | — | — |
| Q3 2025 | $794K | 19.0K | — | — |
Other funds holding G
$416.4M
$305.4M
$271.4M
$241.2M