Position in G
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,111,055
+$326,508 QoQ
Shares Held
29,827
+77.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $42,248,911 across 24 Information Technology Services names. G ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
68,432 | $16,587,232 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
67,258 | $10,928,079 | |
| 3 | ACN |
Accenture plc
|
16,119 | $3,196,236 | |
| 4 | CACI |
Caci International Inc /De/
|
3,080 | $1,675,119 | |
| 5 | IT |
Gartner Inc
|
10,449 | $1,654,494 | |
| 6 | G |
Genpact LTD
This page
|
29,827 | $1,111,055 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
19,396 | $909,866 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
5,621 | $874,177 |
All Filings in G
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,111,055 | 29,827 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $784,547 | 16,771 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $446,170 | 10,651 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $218,201 | 4,958 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||