True Wealth Design
GCMG icon

True Wealth Design’s GCM Grosvenor GCMG Stock Holding History

True Wealth Design’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
Q3 		$3.12K Buy
242
+38
+19% +$501 ﹤0.01% 1517
2026
Q2 		$2.51K Buy
204
+82
+67% +$897 ﹤0.01% 1596
2026
Q1 		$1.2K Buy
122
+49
+67% +$543 ﹤0.01% 1737
2025
Q4 		$827 Buy
73
+2
+3% +$23 ﹤0.01% 1779
2025
Q3 		$857 Buy
71
+31
+78% +$384 ﹤0.01% 1810
2025
Q2 		$463 Sell
40
-10
-20% -$124 ﹤0.01% 1775
2025
Q1 		$662 Buy
+50
New +$669 ﹤0.01% 1445

Other funds holding GCMG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's GCMG Position: Q3 2026 in Review

True Wealth Design increased its GCM Grosvenor (GCMG) stake by 19% in Q3 2026, buying an estimated $501 and bringing the position to 242 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

True Wealth Design first reported a position in GCMG in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold GCMG as of Q3 2026.

  • True Wealth Design held 242 shares of GCM Grosvenor worth $3.12K as of Q3 2026.
  • True Wealth Design bought 38 GCM Grosvenor shares in Q3 2026, an estimated $501.
  • GCM Grosvenor made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1517 holding.
  • True Wealth Design first reported a position in GCM Grosvenor in Q1 2025 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held GCM Grosvenor as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.