Creative Planning
GCMG icon

Creative Planning’s GCM Grosvenor GCMG Stock Holding History

Creative Planning’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
Q2 		$705K Sell
57,309
-2,007
-3% -$22K ﹤0.01% 2917
2026
Q1 		$581K Buy
59,316
+13,979
+31% +$155K ﹤0.01% 2903
2025
Q4 		$513K Buy
45,337
+31,092
+218% +$355K ﹤0.01% 2821
2025
Q3 		$172K Buy
+14,245
New +$177K ﹤0.01% 3544
2025
Q1 		– Sell
-128
Closed -$1.57K – 3565
2024
Q4 		$1.57K Buy
+128
New +$1.52K ﹤0.01% 3485

Other funds holding GCMG

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Creative Planning's GCMG Position: Q2 2026 in Review

Creative Planning reduced its GCM Grosvenor (GCMG) stake by 3.4% in Q2 2026, selling an estimated $22K and leaving 57,309 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Creative Planning first reported a position in GCMG in Q4 2024 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Creative Planning held 57,309 shares of GCM Grosvenor worth $705K as of Q2 2026.
  • Creative Planning sold 2,007 GCM Grosvenor shares in Q2 2026, an estimated $22K.
  • GCM Grosvenor made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2917 holding.
  • Creative Planning first reported a position in GCM Grosvenor in Q4 2024 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.