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Disclosery

ASSETMARK, INC: CGUS position timeline

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

ASSETMARK, INC held 1,360,356 CGUS 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 1,360,356 shares
    Change vs previous 13F +37,136 shares

    0.1% of the 13F portfolio, value $60,508,635.

    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 1,323,220 shares
    Change vs previous 13F +153,080 shares

    0.1% of the 13F portfolio, value $50,838,112.

    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 1,170,140 shares
    Change vs previous 13F +215,111 shares

    0.1% of the 13F portfolio, value $47,074,732.

    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 955,029 shares
    Change vs previous 13F +102,872 shares

    0.08% of the 13F portfolio, value $37,761,847.

    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 852,157 shares
    Change vs previous 13F +49,304 shares

    0.07% of the 13F portfolio, value $31,470,158.

    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 802,853 shares
    Change vs previous 13F +39,697 shares

    0.07% of the 13F portfolio, value $26,815,290.

    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 763,156 shares
    Change vs previous 13F +13,381 shares

    0.07% of the 13F portfolio, value $26,687,565.

    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 749,775 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,702,287.

    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).