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Disclosery

ASSETMARK, INC: CGIC position timeline

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

ASSETMARK, INC held 218,396 CGIC 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 218,396 shares
    Change vs previous 13F +126,231 shares

    0.01% of the 13F portfolio, value $7,947,430.

    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 92,165 shares
    Change vs previous 13F +33,586 shares

    0.01% of the 13F portfolio, value $3,051,583.

    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 58,579 shares
    Change vs previous 13F +36,700 shares

    <0.01% of the 13F portfolio, value $1,903,818.

    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 21,879 shares
    Change vs previous 13F +18,563 shares

    <0.01% of the 13F portfolio, value $674,092.

    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 3,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,529.

    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).