Envestnet Asset Management’s GCM Grosvenor GCMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
116,019
+17,752
| +18% | +$205K | ﹤0.01% | 3081 |
|
|
2025
Q1 | $1.3M | Buy |
98,267
+74,227
| +309% | +$982K | ﹤0.01% | 3020 |
|
|
2024
Q4 | $295K | Buy |
+24,040
| New | +$295K | ﹤0.01% | 3898 |
|
|
2023
Q3 | – | Sell |
-11,825
| Closed | -$89.2K | – | 4072 |
|
|
2023
Q2 | $89.2K | Sell |
11,825
-109,298
| -90% | -$824K | ﹤0.01% | 3840 |
|
|
2023
Q1 | $15.6K | Buy |
+121,123
| New | +$15.6K | ﹤0.01% | 3939 |
|