Wells Fargo’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 | $286K | Sell |
24,700
-23,209
| -48% | -$268K | ﹤0.01% | 4165 |
|
2025
Q1 | $634K | Buy |
47,909
+27,324
| +133% | +$361K | ﹤0.01% | 3515 |
|
2024
Q4 | $253K | Buy |
20,585
+6,608
| +47% | +$81.1K | ﹤0.01% | 4173 |
|
2024
Q3 | $158K | Buy |
13,977
+46
| +0.3% | +$521 | ﹤0.01% | 4347 |
|
2024
Q2 | $136K | Buy |
13,931
+951
| +7% | +$9.28K | ﹤0.01% | 4405 |
|
2024
Q1 | $125K | Buy |
12,980
+1,998
| +18% | +$19.3K | ﹤0.01% | 4395 |
|
2023
Q4 | $98.4K | Buy |
10,982
+2,467
| +29% | +$22.1K | ﹤0.01% | 4508 |
|
2023
Q3 | $66.1K | Sell |
8,515
-8,639
| -50% | -$67K | ﹤0.01% | 4689 |
|
2023
Q2 | $129K | Buy |
17,154
+9,290
| +118% | +$70K | ﹤0.01% | 4608 |
|
2023
Q1 | $61.4K | Buy |
7,864
+7,834
| +26,113% | +$61.2K | ﹤0.01% | 4771 |
|
2022
Q4 | $228 | Sell |
30
-637
| -96% | -$4.84K | ﹤0.01% | 6260 |
|
2022
Q3 | $5K | Sell |
667
-381
| -36% | -$2.86K | ﹤0.01% | 5567 |
|
2022
Q2 | $7K | Sell |
1,048
-26,715
| -96% | -$178K | ﹤0.01% | 5588 |
|
2022
Q1 | $270K | Buy |
27,763
+2,383
| +9% | +$23.2K | ﹤0.01% | 4519 |
|
2021
Q4 | $266K | Sell |
25,380
-17,057
| -40% | -$179K | ﹤0.01% | 4760 |
|
2021
Q3 | $489K | Buy |
+42,437
| New | +$489K | ﹤0.01% | 4411 |
|
2021
Q2 | – | Sell |
-207
| Closed | -$2K | – | 6706 |
|
2021
Q1 | $2K | Buy |
+207
| New | +$2K | ﹤0.01% | 6263 |
|