Position in G
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$628,780
-$166,292 QoQ
Shares Held
16,880
-0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 98.28199052132702.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7180094786729858.ToString("F0")%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $52,116,655 across 13 Information Technology Services names. G ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
111,921 | $18,184,924 | |
| 2 | ACN |
Accenture plc
|
79,265 | $15,717,456 | |
| 3 | IBM |
International Business Machines Corp
|
51,382 | $12,454,482 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
16,830 | $2,617,401 | |
| 5 | G |
Genpact LTD
This page
|
16,880 | $628,780 | |
| 6 | PSN |
Parsons Corp
|
10,636 | $576,152 | |
| 7 | CDW |
CDW Corp
|
4,129 | $499,691 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
7,514 | $460,983 |
All Filings in G
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $628,780 | 16,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $795,072 | 16,996 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $538,550 | 12,237 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $502,338 | 9,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $378,776 | 8,819 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,112 | 7,858 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||