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Disclosery

ASSETMARK, INC: CGDG position timeline

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

ASSETMARK, INC held 677,053 CGDG 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 677,053 shares
    Change vs previous 13F +51,273 shares

    0.04% of the 13F portfolio, value $25,396,258.

    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 625,780 shares
    Change vs previous 13F +61,058 shares

    0.05% of the 13F portfolio, value $22,465,502.

    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 564,722 shares
    Change vs previous 13F +58,154 shares

    0.04% of the 13F portfolio, value $20,126,692.

    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 506,568 shares
    Change vs previous 13F +223,855 shares

    0.04% of the 13F portfolio, value $17,552,581.

    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 282,713 shares
    Change vs previous 13F +5,448 shares

    0.02% of the 13F portfolio, value $9,507,638.

    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).

  6. period ended2025-03-31
    13F 277,265 shares
    Change vs previous 13F +11,131 shares

    0.02% of the 13F portfolio, value $8,567,489.

    13F-HR 0001344551-25-000008 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).

  7. period ended2024-12-31
    13F 266,134 shares
    Change vs previous 13F +8,461 shares

    0.02% of the 13F portfolio, value $7,888,212.

    13F-HR 0001344551-25-000003 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).

  8. period ended2024-09-30
    13F 257,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,915,715.

    13F-HR 0001344551-24-000009 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).