Larson Financial Group’s GCM Grosvenor GCMG Stock Holding History

Larson Financial Group’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
2025 Q2	–	Sell	-121	Closed	-$1.6K	–	3360
2025 Q1	$1.6K	Buy	+121	New	+$1.62K	﹤0.01%	2234

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's GCMG Position: Q2 2025 in Review

Larson Financial Group sold out of GCM Grosvenor (GCMG) in Q2 2025, closing a stake of 121 shares — an estimated $1.6K sold.

Larson Financial Group first reported a position in GCMG in Q1 2025 and held it in 1 quarter. The position peaked at $1.6K in Q1 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q2 2025.

Larson Financial Group reported no remaining GCM Grosvenor position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 121 GCM Grosvenor shares in Q2 2025, an estimated $1.6K.
Larson Financial Group first reported a position in GCM Grosvenor in Q1 2025 and held it in 1 quarter.
Larson Financial Group's GCM Grosvenor position peaked at $1.6K in Q1 2025.
147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.