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Pinnacle Wealth Management’s GCM Grosvenor GCMG Stock Holding History

Pinnacle Wealth Management’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
-54,375
Closed -$719K – 51
2025
Q1 		$719K Buy
+54,375
New +$727K 0.81% 26

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Management's GCMG Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of GCM Grosvenor (GCMG) in Q2 2025, closing a stake of 54,375 shares — an estimated $719K sold.

Pinnacle Wealth Management first reported a position in GCMG in Q1 2025 and held it in 1 quarter. The position peaked at $719K in Q1 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining GCM Grosvenor position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 54,375 GCM Grosvenor shares in Q2 2025, an estimated $719K.
  • Pinnacle Wealth Management first reported a position in GCM Grosvenor in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's GCM Grosvenor position peaked at $719K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.