Position in G
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,781,395
+$383,403 QoQ
Shares Held
64,778
+72.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#172
of 474 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Summit Trail Advisors, LLC holds $46,434,939 across 27 Information Technology Services names. G ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSE |
Wise Group plc
|
783,942 | $9,336,749 | |
| 2 | IBM |
International Business Machines Corp
|
29,347 | $8,252,669 | |
| 3 | ACN |
Accenture plc
|
30,836 | $3,837,231 | |
| 4 | CDW |
CDW Corp
|
22,801 | $3,206,732 | |
| 5 | VYX |
NCR Voyix Corp
|
357,120 | $2,917,670 | |
| 6 | CACI |
Caci International Inc /De/
|
5,331 | $2,469,639 | |
| 7 | G |
Genpact LTD
This page
|
64,778 | $1,781,395 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
12,986 | $1,778,432 |
All Filings in G
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,395 | 64,778 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,397,992 | 37,530 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,163,497 | 67,625 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,628,388 | 62,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,553,332 | 35,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,195,761 | 43,584 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,324,234 | 30,832 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $802,118 | 20,457 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $726,463 | 22,568 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $517,282 | 15,699 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $549,389 | 15,828 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $542,819 | 14,995 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $495,510 | 13,189 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $499,638 | 10,810 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $449,257 | 9,699 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $418,047 | 9,551 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $404,580 | 9,551 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $416,869 | 9,581 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||