WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in G — Genpact LTD

CIK 1812177 HIGHLAND PARK, IL

Back to G Full portfolio

Position in G

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,845,837

-$961,187 QoQ

Shares Held

103,485

+1.3% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#139

of 474 holders

Holding Since

Mar 2024

10 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 Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $7,329,216 across 4 Information Technology Services names. G ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	G	Genpact LTD This page	103,485	$2,845,837
2	CTSH	Cognizant Technology Solutions Corp	55,431	$2,146,842
3	IBM	International Business Machines Corp	4,251	$1,195,423
4	ACN	Accenture plc	9,170	$1,141,114

All Filings in G

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,845,837	103,485	+1.3%	Shares	Sole	2026-07-20
2026-03-31	$3,807,024	102,202	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$4,731,516	101,144	-0.1%	Shares	Sole	2026-02-12
2025-09-30	$4,242,493	101,277	-4.4%	Shares	Sole	2025-11-12
2025-06-30	$4,663,563	105,966	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$5,367,283	106,536	-1.6%	Shares	Sole	2025-05-08
2024-12-31	$4,650,926	108,287	+1.4%	Shares	Sole	2025-02-12
2024-09-30	$4,187,980	106,809	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$3,420,477	106,259	-2.1%	Shares	Sole	2024-08-12
2024-03-31	$3,576,425	108,541	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.