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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → G

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC G Position History

Genpact Limited • Technology

Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.2M
Q4 2025$4.7M
Q1 2026$3.8M
Q2 2026$2.8M
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M103.9K——
Q2 2026$2.8M103.5K——
Q1 2026$3.8M102.2K——
Q4 2025$4.7M101.1K——
Q3 2025$4.2M101.3K——

Other funds holding G

Other WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC positions

PDI

PIMCO ETF TR

$29.7M
PDI

PIMCO ETF TR

$28.7M
PDI

Pimco Ultra Short Government ETF

$28.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.1M
DSL

Doubleline Shiller CAPE US Equity

$27.3M
DSL

Doubleline Shiller CAPE US Equity

$27.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC G Holdings: 13F Position History | Track13F