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Disclosery

ASSETMARK, INC: CGGO position timeline

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

ASSETMARK, INC held 1,122,260 CGGO 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 1,122,260 shares
    Change vs previous 13F +201,639 shares

    0.08% of the 13F portfolio, value $47,505,266.

    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 920,621 shares
    Change vs previous 13F +153,756 shares

    0.06% of the 13F portfolio, value $30,721,123.

    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 766,865 shares
    Change vs previous 13F +193,272 shares

    0.05% of the 13F portfolio, value $26,571,872.

    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 573,593 shares
    Change vs previous 13F +301,488 shares

    0.04% of the 13F portfolio, value $19,599,673.

    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 272,105 shares
    Change vs previous 13F +32,908 shares

    0.02% of the 13F portfolio, value $8,699,197.

    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 239,197 shares
    Change vs previous 13F +21,324 shares

    0.02% of the 13F portfolio, value $6,776,451.

    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 217,873 shares
    Change vs previous 13F +8,133 shares

    0.02% of the 13F portfolio, value $6,366,249.

    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 209,740 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,323,661.

    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).