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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s GCM Grosvenor GCMG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q4 		– Sell
-435
Closed -$4.92K – 489
2024
Q3 		$4.92K Hold
435
– – ﹤0.01% 322
2024
Q2 		$4.25K Buy
+435
New +$4.2K ﹤0.01% 307

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GCMG Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of GCM Grosvenor (GCMG) in Q4 2024, closing a stake of 435 shares — an estimated $4.92K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GCMG in Q2 2024 and held it in 2 quarters. The position peaked at $4.92K in Q3 2024. 132 funds tracked by Wall St. Rank hold GCMG as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining GCM Grosvenor position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 435 GCM Grosvenor shares in Q4 2024, an estimated $4.92K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GCM Grosvenor in Q2 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GCM Grosvenor position peaked at $4.92K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held GCM Grosvenor as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.