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Farther Finance Advisors’s GCM Grosvenor GCMG Stock Holding History

Farther Finance 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 		$5.6K Sell
455
-139
-23% -$1.52K ﹤0.01% 4750
2026
Q1 		$5.79K Sell
594
-1,549
-72% -$17.2K ﹤0.01% 4422
2025
Q4 		$24.3K Buy
2,143
+288
+16% +$3.29K ﹤0.01% 3312
2025
Q3 		$22.4K Buy
1,855
+1,102
+146% +$13.7K ﹤0.01% 2972
2025
Q2 		$8.71K Sell
753
-318
-30% -$3.94K ﹤0.01% 3141
2025
Q1 		$14.3K Buy
1,071
+1,066
+21,320% +$14.3K ﹤0.01% 2559
2024
Q4 		$61 Hold
5
– – ﹤0.01% 3853
2024
Q3 		$57 Buy
+5
New +$54 ﹤0.01% 3856
2024
Q2 		– Sell
-103
Closed -$979 – 3868
2024
Q1 		$979 Sell
103
-4,172
-98% -$36.3K ﹤0.01% 2785
2023
Q4 		$38.3K Buy
+4,275
New +$35.6K ﹤0.01% 1132

Other funds holding GCMG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's GCMG Position: Q2 2026 in Review

Farther Finance Advisors reduced its GCM Grosvenor (GCMG) stake by 23% in Q2 2026, selling an estimated $1.52K and leaving 455 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4750.

Farther Finance Advisors first reported a position in GCMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.3K in Q4 2023. 8 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Farther Finance Advisors held 455 shares of GCM Grosvenor worth $5.6K as of Q2 2026.
  • Farther Finance Advisors sold 139 GCM Grosvenor shares in Q2 2026, an estimated $1.52K.
  • GCM Grosvenor made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4750 holding.
  • Farther Finance Advisors first reported a position in GCM Grosvenor in Q4 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's GCM Grosvenor position peaked at $38.3K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.