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LRI Investments’s GCM Grosvenor GCMG Stock Holding History

LRI Investments’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
Q2 		$123K Hold
10,000
– – 0.01% 415
2026
Q1 		$98K Hold
10,000
– – 0.01% 409
2025
Q4 		$113K Hold
10,000
– – 0.01% 389
2025
Q3 		$121K Hold
10,000
– – 0.01% 381
2025
Q2 		$116K Hold
10,000
– – 0.01% 405
2025
Q1 		$132K Hold
10,000
– – 0.01% 350
2024
Q4 		$123K Hold
10,000
– – 0.01% 381
2024
Q3 		$116K Hold
10,000
– – 0.01% 379
2024
Q2 		$97.6K Buy
+10,000
New +$96.5K 0.01% 383

Other funds holding GCMG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LRI Investments's GCMG Position: Q2 2026 in Review

LRI Investments held its GCM Grosvenor (GCMG) position steady in Q2 2026 at 10,000 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #415.

LRI Investments first reported a position in GCMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $132K in Q1 2025. 8 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • LRI Investments held 10,000 shares of GCM Grosvenor worth $123K as of Q2 2026.
  • LRI Investments left its GCM Grosvenor share count unchanged in Q2 2026.
  • GCM Grosvenor made up 0.01% of LRI Investments's portfolio in Q2 2026, its #415 holding.
  • LRI Investments first reported a position in GCM Grosvenor in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's GCM Grosvenor position peaked at $132K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.