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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

G holding history

Genpact LTD in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

G overviewAll 13F holders of GFull Q2 2026 holdings

Shares (Q2 2026)
2,395
Value
$65.9K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of G by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,395$65.9K<0.1%−153−6.0%ReducedHolders
Q1 20262,548$94.9K<0.1%+95+3.9%AddedHolders
Q4 20252,453$114.8K<0.1%+785+47.1%AddedHolders
Q3 20251,668$69.9K<0.1%+1,501+898.8%AddedHolders
Q2 2025167$7.35K<0.1%−92−35.5%ReducedHolders
Q1 2025259$13.0K<0.1%+259NewHolders
Q4 20240$00.0%−99−100.0%Sold outHolders
Q3 202499$3.88K<0.1%−24,525−99.6%ReducedHolders
Q2 202424,624$792.6K0.2%+1,583+6.9%AddedHolders
Q1 202423,041$759.2K0.2%+1,744+8.2%AddedHolders
Q4 202321,297$739.2K0.2%+1,395+7.0%AddedHolders
Q3 202319,902$720.5K0.2%+1,464+7.9%AddedHolders
Q2 202318,438$692.7K0.3%+1,770+10.6%AddedHolders
Q1 202316,668$770.4K0.3%+550+3.4%AddedHolders
Q4 202216,118$746.6K0.3%–No prior filingHolders