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
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 $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Creative Planning's GCMG Position: Q1 2026 in Review

Creative Planning increased its GCM Grosvenor (GCMG) stake by 31% in Q1 2026, buying an estimated $155K and bringing the position to 59,316 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Creative Planning first reported a position in GCMG in Q4 2024 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • Creative Planning held 59,316 shares of GCM Grosvenor worth $581K as of Q1 2026.
  • Creative Planning bought 13,979 GCM Grosvenor shares in Q1 2026, an estimated $155K.
  • GCM Grosvenor made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2903 holding.
  • Creative Planning first reported a position in GCM Grosvenor in Q4 2024 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.