GWSG
MRCC

GPS Wealth Strategies Group’s Monroe Capital Corp MRCC Stock Holding History

GPS Wealth Strategies Group’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,227
Closed -$71.8K – 1193
2025
Q3 		$71.8K Hold
10,227
– – 0.01% 588
2025
Q2 		$65K Hold
10,227
– – 0.01% 581
2025
Q1 		$79.8K Hold
10,227
– – 0.01% 512
2024
Q4 		$86.9K Hold
10,227
– – 0.01% 463
2024
Q3 		$82.6K Hold
10,227
– – 0.01% 476
2024
Q2 		$77.8K Hold
10,227
– – 0.01% 441
2024
Q1 		$73.6K Hold
10,227
– – 0.01% 435
2023
Q4 		$72.3K Hold
10,227
– – 0.01% 413
2023
Q3 		$76.2K Hold
10,227
– – 0.01% 405
2023
Q2 		$83.7K Hold
10,227
– – 0.02% 393
2023
Q1 		$78.2K Hold
10,227
– – 0.02% 394
2022
Q4 		$87.3K Buy
10,227
+2,777
+37% +$22.8K 0.03% 108
2022
Q3 		$54K Hold
7,450
– – 0.01% 419
2022
Q2 		$67K Hold
7,450
– – 0.02% 390
2022
Q1 		$80K Hold
7,450
– – 0.02% 349
2021
Q4 		$84K Hold
7,450
– – 0.02% 319
2021
Q3 		$77K Hold
7,450
– – 0.02% 323
2021
Q2 		$80K Hold
7,450
– – 0.02% 333
2021
Q1 		$74K Buy
+7,450
New +$68.5K 0.02% 326

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

GPS Wealth Strategies Group's MRCC Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Monroe Capital Corp (MRCC) in Q4 2025, closing a stake of 10,227 shares — an estimated $71.8K sold.

GPS Wealth Strategies Group first reported a position in MRCC in Q1 2021 and held it in 19 quarters. The position peaked at $87.3K in Q4 2022. 79 funds tracked by Wall St. Rank hold MRCC as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Monroe Capital Corp position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 10,227 Monroe Capital Corp shares in Q4 2025, an estimated $71.8K.
  • GPS Wealth Strategies Group first reported a position in Monroe Capital Corp in Q1 2021 and held it in 19 quarters.
  • GPS Wealth Strategies Group's Monroe Capital Corp position peaked at $87.3K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.