Crestwood Advisors Group’s Great Elm Capital Corp GECC Stock Holding History

Crestwood Advisors Group’s Portfolio GECC Stock Details GECC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$133K	Hold	26,625	–	–	﹤0.01%	750
2025 Q4	$188K	Buy	26,625 +2,151	+9%	+$16.3K	﹤0.01%	675
2025 Q3	$245K	Buy	24,474 +11,956	+96%	+$132K	﹤0.01%	508
2025 Q2	$134K	Hold	12,518	–	–	﹤0.01%	523
2025 Q1	$128K	Hold	12,518	–	–	﹤0.01%	489
2024 Q4	$138K	Hold	12,518	–	–	﹤0.01%	451
2024 Q3	$127K	Buy	+12,518	New	+$129K	﹤0.01%	438

Other funds holding GECC

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

Cruiser Capital Advisors Stamford, Connecticut $98M AUM 65.27% 1-Year Est. Return

Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Papamarkou Wellner Asset Management New York $164M AUM 25.23% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return