GCWM
ALDFU

Graham Capital Wealth Management’s Aldel Financial II Inc Units ALDFU Stock Holding History

Graham Capital Wealth Management’s Portfolio ALDFU Stock Details ALDFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-441,132
Closed -$4.63M – 77
2025
Q2 		$4.63M Sell
441,132
-5,270
-1% -$55.3K 5.14% 2
2025
Q1 		$4.58M Sell
446,402
-7,783
-2% -$79K 4.89% 2
2024
Q4 		$4.57M Buy
+454,185
New +$4.55M 3.94% 3

Other funds holding ALDFU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Graham Capital Wealth Management's ALDFU Position: Q3 2025 in Review

Graham Capital Wealth Management sold out of Aldel Financial II Inc Units (ALDFU) in Q3 2025, closing a stake of 441,132 shares — an estimated $4.63M sold.

Graham Capital Wealth Management first reported a position in ALDFU in Q4 2024 and held it in 3 quarters. The position peaked at $4.63M in Q2 2025. 6 funds tracked by Wall St. Rank hold ALDFU as of Q3 2025.

  • Graham Capital Wealth Management reported no remaining Aldel Financial II Inc Units position as of Q3 2025 after selling out during the quarter.
  • Graham Capital Wealth Management sold 441,132 Aldel Financial II Inc Units shares in Q3 2025, an estimated $4.63M.
  • Graham Capital Wealth Management first reported a position in Aldel Financial II Inc Units in Q4 2024 and held it in 3 quarters.
  • Graham Capital Wealth Management's Aldel Financial II Inc Units position peaked at $4.63M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Aldel Financial II Inc Units as of Q3 2025.

Based on Graham Capital Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.