Position in GCMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$306,946
-$2,463,553 QoQ
Shares Held
24,955
-91.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#79
of 147 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GCMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Neo Ivy Capital Management holds $8,183,998 across 11 Asset Management names. GCMG ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
|
171,295 | $2,901,737 | |
| 2 | PFG |
Principal Financial Group Inc
|
15,807 | $1,703,678 | |
| 3 | IVZ |
Invesco Ltd.
|
40,325 | $1,064,176 | |
| 4 | STEP |
StepStone Group Inc.
|
21,366 | $883,697 | |
| 5 | STT |
State Street Corp
|
2,361 | $400,425 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,515 | $399,620 | |
| 7 | GCMG |
GCM Grosvenor Inc.
This page
|
24,955 | $306,946 | |
| 8 | 4,796 | $249,152 |
All Filings in GCMG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,946 | 24,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,770,499 | 282,704 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,204,873 | 283,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,722,967 | 225,598 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $698,258 | 60,403 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||