G β€” GENPACT LIMITED

Ownership history in AE Wealth Management LLC  Β·  9 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported GENPACT LIMITED (G) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows G at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this G ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in GENPACT LIMITED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

G was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AE Wealth Management LLC held G β€” position size vs. price
% of Fund (quarterly)    G price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,467 +444 +7.4% 0.00% $271K 2025-11-03 $37.93
2025 Q2 REDUCED 6,023 -354 -5.6% 0.00% $265K 2025-08-06 $41.83
2025 Q1 REDUCED 6,377 -1,414 -18.1% 0.00% $321K 2025-05-06 $49.05
2024 Q4 ADDED 7,791 +1,212 +18.4% 0.00% $335K 2025-02-13 $54.65
2024 Q3 REDUCED 6,579 -19,803 -75.1% 0.00% $258K 2024-11-14 $44.22
2024 Q2 REDUCED 26,382 -33,065 -55.6% 0.01% $849K 2024-08-12 $35.70
2024 Q1 REDUCED 59,447 -38,227 -39.1% 0.02% $2.0M 2024-05-15 $33.51
2023 Q4 ADDED 97,674 +55,460 +131.4% 0.02% $3.5M 2024-02-14 $34.50
2023 Q3 INITIATED 42,214 β€” β€” 0.01% $1.5M 2023-10-11 $35.54

FAQ About AE Wealth Management LLC and G

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning G?

AE Wealth Management LLC reported G across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported G position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for G was 0.02% in 2024 Q1.

What is the latest reported G position on this page?

The most recent filing on this page is 2025 Q3, when AE Wealth Management LLC reported 6,467 shares, equal to 0.00% of portfolio, with an estimated market value of $271K.

What does the chart on this G ownership page compare?

The chart compares AE Wealth Management LLC's quarterly G portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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