Position in G
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$467,637
-$238,436 QoQ
Shares Held
17,005
-10.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#270
of 474 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $2,284,253 across 2 Information Technology Services names. G ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
6,460 | $1,816,616 | |
| 2 | G |
Genpact LTD
This page
|
17,005 | $467,637 |
All Filings in G
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,637 | 17,005 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $706,073 | 18,955 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $886,714 | 18,955 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $794,024 | 18,955 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $834,209 | 18,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $954,952 | 18,955 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $814,117 | 18,955 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $743,225 | 18,955 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $610,161 | 18,955 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||