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

Taylor Frigon Capital 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 Q2	$1.81M	Sell	147,494 -2,712	-2%	-$29.7K	0.85%	61
2026 Q1	$1.47M	Sell	150,206 -4,631	-3%	-$51.3K	0.84%	73
2025 Q4	$1.75M	Buy	154,837 +1,573	+1%	+$18K	0.89%	61
2025 Q3	$1.85M	Sell	153,264 -2,238	-1%	-$27.7K	0.92%	53
2025 Q2	$1.8M	Sell	155,502 -6,072	-4%	-$75.1K	0.96%	56
2025 Q1	$2.14M	Sell	161,574 -1,471	-0.9%	-$19.7K	1.27%	24
2024 Q4	$2M	Sell	163,045 -5,706	-3%	-$67.8K	1.01%	43
2024 Q3	$1.91M	Sell	168,751 -6,343	-4%	-$68.2K	0.95%	48
2024 Q2	$1.71M	Sell	175,094 -5,139	-3%	-$49.6K	0.81%	55
2024 Q1	$1.74M	Buy	180,233 +815	+0.5%	+$7.09K	0.83%	57
2023 Q4	$1.61M	Sell	179,418 -3,617	-2%	-$30.1K	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%	+$262K	0.66%	71
2023 Q1	$1.13M	Buy	144,414 +526	+0.4%	+$4.36K	0.62%	79
2022 Q4	$1.09M	Sell	143,888 -1,224	-0.8%	-$10K	0.62%	76
2022 Q3	$1.15M	Buy	145,112 +2,821	+2%	+$22.1K	0.6%	73
2022 Q2	$975K	Buy	142,291 +270	+0.2%	+$2.2K	0.51%	82
2022 Q1	$1.38M	Sell	142,021 -1,398	-1%	-$13.8K	0.51%	82
2021 Q4	$1.51M	Buy	143,419 +1,424	+1%	+$15.9K	0.47%	73
2021 Q3	$1.64M	Buy	141,995 +40,732	+40%	+$442K	0.53%	56
2021 Q2	$1.05M	Buy	101,263 +9,407	+10%	+$111K	0.33%	89
2021 Q1	$1.09M	Buy	91,856 +1,305	+1%	+$16.9K	0.34%	78
2020 Q4	$1.21M	Sell	90,551 -580	-0.6%	-$6.43K	0.4%	63
2020 Q3	$948K	Buy	+91,131	New	+$964K	0.42%	76

Other funds holding GCMG

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Taylor Frigon Capital Management's GCMG Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its GCM Grosvenor (GCMG) stake by 1.8% in Q2 2026, selling an estimated $29.7K and leaving 147,494 shares worth $1.81M. The position accounts for 0.85% of the portfolio, ranked #61.

Taylor Frigon Capital Management first reported a position in GCMG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q1 2025. 19 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

Taylor Frigon Capital Management held 147,494 shares of GCM Grosvenor worth $1.81M as of Q2 2026.
Taylor Frigon Capital Management sold 2,712 GCM Grosvenor shares in Q2 2026, an estimated $29.7K.
GCM Grosvenor made up 0.85% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #61 holding.
Taylor Frigon Capital Management first reported a position in GCM Grosvenor in Q3 2020 and has held it in 24 quarters since.
Taylor Frigon Capital Management's GCM Grosvenor position peaked at $2.14M in Q1 2025.
19 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.