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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
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 $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

EverSource Wealth Advisors's GCMG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its GCM Grosvenor (GCMG) stake by 54% in Q1 2026, buying an estimated $3.8K and bringing the position to 977 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2942.

EverSource Wealth Advisors first reported a position in GCMG in Q4 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • EverSource Wealth Advisors held 977 shares of GCM Grosvenor worth $9.57K as of Q1 2026.
  • EverSource Wealth Advisors bought 343 GCM Grosvenor shares in Q1 2026, an estimated $3.8K.
  • GCM Grosvenor made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2942 holding.
  • EverSource Wealth Advisors first reported a position in GCM Grosvenor in Q4 2024 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.