Superior Planning, LLC’s GCM Grosvenor GCMG Stock Holding History

Superior Planning, LLC’s Portfolio GCMG Stock Details GCMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1K	Buy	+78	New	+$1.03K	﹤0.01%	1750

Other funds holding GCMG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Superior Planning, LLC's GCMG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in GCM Grosvenor (GCMG) in Q3 2026: 78 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings.

74 funds tracked by Wall St. Rank hold GCMG as of Q3 2026.

Superior Planning, LLC held 78 shares of GCM Grosvenor worth $1K as of Q3 2026.
GCM Grosvenor was a new Superior Planning, LLC position in Q3 2026.
GCM Grosvenor made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1750 holding.
74 funds tracked by Wall St. Rank held GCM Grosvenor as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.