IFP Advisors
GCMG icon

IFP Advisors’s GCM Grosvenor GCMG Stock Holding History

IFP 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
Q3 		$1.19K Sell
92
-70
-43% -$923 ﹤0.01% 4441
2026
Q2 		$1.99K Sell
162
-87
-35% -$952 ﹤0.01% 4234
2026
Q1 		$2.44K Sell
249
-3
-1% -$33 ﹤0.01% 3884
2025
Q4 		$2.85K Buy
252
+200
+385% +$2.28K ﹤0.01% 3701
2025
Q3 		$628 Buy
52
+49
+1,633% +$607 ﹤0.01% 4108
2025
Q2 		$35 Buy
+3
New +$37 ﹤0.01% 4823

Other funds holding GCMG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFP Advisors's GCMG Position: Q3 2026 in Review

IFP Advisors reduced its GCM Grosvenor (GCMG) stake by 43% in Q3 2026, selling an estimated $923 and leaving 92 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4441.

IFP Advisors first reported a position in GCMG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.85K in Q4 2025. 11 funds tracked by Wall St. Rank hold GCMG as of Q3 2026.

  • IFP Advisors held 92 shares of GCM Grosvenor worth $1.19K as of Q3 2026.
  • IFP Advisors sold 70 GCM Grosvenor shares in Q3 2026, an estimated $923.
  • GCM Grosvenor made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4441 holding.
  • IFP Advisors first reported a position in GCM Grosvenor in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's GCM Grosvenor position peaked at $2.85K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held GCM Grosvenor as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.