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EverSource Wealth Advisors’s GCM Grosvenor GCMG Stock Holding History

EverSource Wealth Advisors’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 		$3.69K Sell
300
-677
-69% -$7.41K ﹤0.01% 3437
2026
Q1 		$9.57K Buy
977
+343
+54% +$3.8K ﹤0.01% 2942
2025
Q4 		$7.18K Sell
634
-12
-2% -$137 ﹤0.01% 2958
2025
Q3 		$7.8K Sell
646
-29
-4% -$359 ﹤0.01% 2954
2025
Q2 		$7.8K Buy
675
+508
+304% +$6.29K ﹤0.01% 2964
2025
Q1 		$2.21K Buy
167
+120
+255% +$1.6K ﹤0.01% 2877
2024
Q4 		$577 Buy
+47
New +$558 ﹤0.01% 3135

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

EverSource Wealth Advisors's GCMG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its GCM Grosvenor (GCMG) stake by 69% in Q2 2026, selling an estimated $7.41K and leaving 300 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

EverSource Wealth Advisors first reported a position in GCMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.57K in Q1 2026. 148 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • EverSource Wealth Advisors held 300 shares of GCM Grosvenor worth $3.69K as of Q2 2026.
  • EverSource Wealth Advisors sold 677 GCM Grosvenor shares in Q2 2026, an estimated $7.41K.
  • GCM Grosvenor made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3437 holding.
  • EverSource Wealth Advisors first reported a position in GCM Grosvenor in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's GCM Grosvenor position peaked at $9.57K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.