Private Wealth Asset Management’s GCM Grosvenor GCMG Stock Holding History

Private Wealth Asset 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
2026 Q1	–	Sell	-18	Closed	-$204	–	1017
2025 Q4	$204	Hold	18	–	–	﹤0.01%	1001
2025 Q3	$217	Hold	18	–	–	﹤0.01%	970
2025 Q2	$208	Hold	18	–	–	﹤0.01%	970
2025 Q1	$238	Buy	+18	New	+$241	﹤0.01%	1062

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

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Private Wealth Asset Management's GCMG Position: Q1 2026 in Review

Private Wealth Asset Management sold out of GCM Grosvenor (GCMG) in Q1 2026, closing a stake of 18 shares — an estimated $204 sold.

Private Wealth Asset Management first reported a position in GCMG in Q1 2025 and held it in 4 quarters. The position peaked at $238 in Q1 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

Private Wealth Asset Management reported no remaining GCM Grosvenor position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 18 GCM Grosvenor shares in Q1 2026, an estimated $204.
Private Wealth Asset Management first reported a position in GCM Grosvenor in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's GCM Grosvenor position peaked at $238 in Q1 2025.
147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.