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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
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 $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

True Wealth Design's GCMG Position: Q2 2026 in Review

True Wealth Design increased its GCM Grosvenor (GCMG) stake by 67% in Q2 2026, buying an estimated $897 and bringing the position to 204 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

True Wealth Design first reported a position in GCMG in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • True Wealth Design held 204 shares of GCM Grosvenor worth $2.51K as of Q2 2026.
  • True Wealth Design bought 82 GCM Grosvenor shares in Q2 2026, an estimated $897.
  • GCM Grosvenor made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1596 holding.
  • True Wealth Design first reported a position in GCM Grosvenor in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.