Financial Consulate’s GCM Grosvenor GCMG Stock Holding History

Financial Consulate’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	–	Sell	-39	Closed	-$442	–	1436
2025 Q4	$442	Sell	39 -38	-49%	-$434	﹤0.01%	1224
2025 Q3	$930	Buy	+77	New	+$954	﹤0.01%	877

Other funds holding GCMG

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Financial Consulate's GCMG Position: Q1 2026 in Review

Financial Consulate sold out of GCM Grosvenor (GCMG) in Q1 2026, closing a stake of 39 shares — an estimated $442 sold.

Financial Consulate first reported a position in GCMG in Q3 2025 and held it in 2 quarters. The position peaked at $930 in Q3 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

Financial Consulate reported no remaining GCM Grosvenor position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 39 GCM Grosvenor shares in Q1 2026, an estimated $442.
Financial Consulate first reported a position in GCM Grosvenor in Q3 2025 and held it in 2 quarters.
Financial Consulate's GCM Grosvenor position peaked at $930 in Q3 2025.
147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.