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Disclosery

ASSETMARK, INC: GEN position timeline

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

ASSETMARK, INC held 8,677 GEN 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 8,677 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $215,964.

    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 8,724 shares
    Change vs previous 13F -2,378 shares

    <0.01% of the 13F portfolio, value $164,265.

    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 11,102 shares
    Change vs previous 13F -808 shares

    <0.01% of the 13F portfolio, value $301,864.

    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 11,910 shares
    Change vs previous 13F +6,416 shares

    <0.01% of the 13F portfolio, value $338,114.

    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 5,494 shares
    Change vs previous 13F +1,251 shares

    <0.01% of the 13F portfolio, value $161,535.

    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 4,243 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $112,598.

    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 3,856 shares
    Change vs previous 13F -22,263 shares

    <0.01% of the 13F portfolio, value $105,565.

    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 26,119 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $716,432.

    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).