Wealth Enhancement Advisory Services
GCMG icon

Wealth Enhancement Advisory Services’s GCM Grosvenor GCMG Stock Holding History

Wealth Enhancement Advisory Services’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 		$316K Sell
23,120
-461
-2% -$5.04K ﹤0.01% 3157
2026
Q1 		$229K Buy
23,581
+9,468
+67% +$105K ﹤0.01% 3025
2025
Q4 		$167K Buy
+14,113
New +$161K ﹤0.01% 3324

Other funds holding GCMG

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's GCMG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its GCM Grosvenor (GCMG) stake by 2% in Q2 2026, selling an estimated $5.04K and leaving 23,120 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Wealth Enhancement Advisory Services first reported a position in GCMG in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,120 shares of GCM Grosvenor worth $316K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 461 GCM Grosvenor shares in Q2 2026, an estimated $5.04K.
  • GCM Grosvenor made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3157 holding.
  • Wealth Enhancement Advisory Services first reported a position in GCM Grosvenor in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.