Taylor Frigon Capital Management’s GCM Grosvenor GCMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
155,502
-6,072
-4% -$70.2K 0.96% 56
2025
Q1
$2.14M Sell
161,574
-1,471
-0.9% -$19.5K 1.27% 24
2024
Q4
$2M Sell
163,045
-5,706
-3% -$70K 1.01% 43
2024
Q3
$1.91M Sell
168,751
-6,343
-4% -$71.8K 0.95% 48
2024
Q2
$1.71M Sell
175,094
-5,139
-3% -$50.2K 0.81% 55
2024
Q1
$1.74M Buy
180,233
+815
+0.5% +$7.87K 0.83% 57
2023
Q4
$1.61M Sell
179,418
-3,617
-2% -$32.4K 0.81% 54
2023
Q3
$1.42M Buy
183,035
+3,402
+2% +$26.4K 0.79% 57
2023
Q2
$1.35M Buy
179,633
+35,219
+24% +$266K 0.66% 71
2023
Q1
$1.13M Buy
144,414
+526
+0.4% +$4.11K 0.62% 79
2022
Q4
$1.09M Sell
143,888
-1,224
-0.8% -$9.32K 0.62% 76
2022
Q3
$1.15M Buy
145,112
+2,821
+2% +$22.3K 0.6% 73
2022
Q2
$975K Buy
142,291
+270
+0.2% +$1.85K 0.51% 82
2022
Q1
$1.38M Sell
142,021
-1,398
-1% -$13.6K 0.51% 82
2021
Q4
$1.51M Buy
143,419
+1,424
+1% +$15K 0.47% 73
2021
Q3
$1.64M Buy
141,995
+40,732
+40% +$469K 0.53% 56
2021
Q2
$1.06M Buy
101,263
+9,407
+10% +$98K 0.33% 89
2021
Q1
$1.09M Buy
91,856
+1,305
+1% +$15.5K 0.34% 78
2020
Q4
$1.21M Sell
90,551
-580
-0.6% -$7.73K 0.4% 63
2020
Q3
$948K Buy
+91,131
New +$948K 0.42% 76