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Disclosery

ASSETMARK, INC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on CGBL, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 426,280 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 426,280 shares
    Change vs previous 13F +115,658 shares

    0.03% of the 13F portfolio, value $16,181,589.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 310,622 shares
    Change vs previous 13F +85,448 shares

    0.02% of the 13F portfolio, value $10,688,501.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 225,174 shares
    Change vs previous 13F +102,226 shares

    0.02% of the 13F portfolio, value $7,955,397.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 122,948 shares
    Change vs previous 13F +100,280 shares

    0.01% of the 13F portfolio, value $4,268,755.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,668 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $758,018.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).