CRC
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Curi RMB Capital’s Great Elm Capital Corp GECC Stock Holding History

Curi RMB Capital’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
Q2 		– Sell
-60,000
Closed -$301K – 933
2026
Q1 		$301K Hold
60,000
– – 0.01% 723
2025
Q4 		$423K Buy
+60,000
New +$454K 0.01% 662

Other funds holding GECC

NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

Curi RMB Capital's GECC Position: Q2 2026 in Review

Curi RMB Capital sold out of Great Elm Capital Corp (GECC) in Q2 2026, closing a stake of 60,000 shares — an estimated $301K sold.

Curi RMB Capital first reported a position in GECC in Q4 2025 and held it in 2 quarters. The position peaked at $423K in Q4 2025. 19 funds tracked by Wall St. Rank hold GECC as of Q2 2026.

  • Curi RMB Capital reported no remaining Great Elm Capital Corp position as of Q2 2026 after selling out during the quarter.
  • Curi RMB Capital sold 60,000 Great Elm Capital Corp shares in Q2 2026, an estimated $301K.
  • Curi RMB Capital first reported a position in Great Elm Capital Corp in Q4 2025 and held it in 2 quarters.
  • Curi RMB Capital's Great Elm Capital Corp position peaked at $423K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.