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Bartlett & Co Wealth Management’s GCM Grosvenor GCMG Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q2 		– Sell
-150
Closed -$1.99K – 1282
2025
Q1 		$1.99K Buy
+150
New +$2.01K ﹤0.01% 1067

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co Wealth Management's GCMG Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of GCM Grosvenor (GCMG) in Q2 2025, closing a stake of 150 shares — an estimated $1.99K sold.

Bartlett & Co Wealth Management first reported a position in GCMG in Q1 2025 and held it in 1 quarter. The position peaked at $1.99K in Q1 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining GCM Grosvenor position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 150 GCM Grosvenor shares in Q2 2025, an estimated $1.99K.
  • Bartlett & Co Wealth Management first reported a position in GCM Grosvenor in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's GCM Grosvenor position peaked at $1.99K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.