Assetmark, Inc Sells in Q2 2025

Assetmark, Inc

  • $41.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-60
- 39.74%
$69.8 - $85.28 $4.19K - $5.12K
91 $7K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-51
- 76.12%
$80.28 - $91.78 $4.09K - $4.68K
16 $1K
JHG
Janus Henderson Group PLC

Financial Services
-505
- 9.53%
$29.47 - $38.84 $14.9K - $19.6K
4.8K $186K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-54
- 19.64%
$95.74 - $115.54 $5.17K - $6.24K
221 $25K
BIBL
Northern Lts Fd Tr Iv

ETFs
-135
- 83.85%
$33.5 - $41.33 $4.52K - $5.58K
26 $1K
EPAC
Enerpac Tool Group Corp

Industrials
-31
- 3.16%
$37.39 - $46.15 $1.16K - $1.43K
949 $38K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
-179
Closed
$28.94 - $32.74 $5.18K - $5.86K
0 $0
QAI
Iq Hedge Multi Strategy Compos

ETFs
-152
- 97.44%
$29.76 - $32.32 $4.52K - $4.91K
4 $0
DFAR
Dimensional ETF Tr Dimensional

ETFs
-135
- 21.13%
$20.99 - $23.93 $2.83K - $3.23K
504 $11K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-61
- 62.89%
$67.28 - $97.53 $4.1K - $5.95K
36 $3K
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-133
- 81.6%
$25.72 - $30.26 $3.42K - $4.02K
30 $0
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-111
- 80.43%
$22.73 - $29.21 $2.52K - $3.24K
27 $0
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-45
- 59.21%
$86.93 - $117.31 $3.91K - $5.28K
31 $3K
AOK
Ishares Tr Core Conservative A

ETFs
-767
- 4.19%
$36.09 - $39.07 $27.7K - $30K
17.6K $685K
ARCC
Ares Capital Corp

Financial Services
-139
- 3.48%
$18.91 - $22.43 $2.63K - $3.12K
3.86K $84K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-69
- 57.5%
$45.18 - $46.32 $3.12K - $3.2K
51 $2K
SECT
Sector 10, Inc.

ETFs
-296
- 14.78%
$45.25 - $58.07 $13.4K - $17.2K
1.71K $99K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-80
- 40.82%
$32.99 - $38.01 $2.64K - $3.04K
116 $4K
OWL
Blue Owl Capital Inc.

Financial Services
-115
- 8.72%
$15.9 - $21.16 $1.83K - $2.43K
1.2K $23K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-101
- 4.9%
$28.96 - $32.46 $2.92K - $3.28K
1.96K $62K
AGL
Agilon Health, Inc.

Healthcare
-503
- 57.55%
$2.1 - $5.68 $1.06K - $2.86K
371 $0
LZB
La Z Boy Inc

Consumer Cyclical
-22
- 2.96%
$35.67 - $44.28 $785 - $974
721 $26K
IYR
Ishares Tr

ETFs
-36
- 25.35%
$84.48 - $96.25 $3.04K - $3.47K
106 $10K
FCN
Fti Consulting, Inc

Industrials
-13
- 52.0%
$152.87 - $168.51 $1.99K - $2.19K
12 $1K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-66
- 75.0%
$43.34 - $55.24 $2.86K - $3.65K
22 $1K
WEX
Wex Inc.

Technology
-22
- 61.11%
$113.47 - $161.8 $2.5K - $3.56K
14 $2K
VOD
Vodafone Group Public LTD CO

Communication Services
-392
- 64.79%
$8.19 - $10.66 $3.21K - $4.18K
213 $2K
PRVA
Privia Health Group, Inc.

Healthcare
-309
- 3.99%
$21.48 - $25.07 $6.64K - $7.75K
7.43K $170K
GNRC
Generac Holdings Inc.

Industrials
-30
- 37.97%
$101.92 - $143.21 $3.06K - $4.3K
49 $7K
CNA
Cna Financial Corp

Financial Services
-44
- 93.62%
$45.03 - $50.88 $1.98K - $2.24K
3 $0
TKR
Timken CO

Industrials
-27
- 40.91%
$57.34 - $74.03 $1.55K - $2K
39 $2K
PVH
Pvh Corp.

Consumer Cyclical
-97
- 7.26%
$60.5 - $87.28 $5.87K - $8.47K
1.24K $84K
OLED
Universal Display Corp Pa

Technology
-33
- 13.15%
$106.6 - $161.02 $3.52K - $5.31K
218 $33K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-14
- 5.36%
$44.37 - $50.04 $621 - $701
247 $11K
BHF
Brighthouse Financial, Inc.

Financial Services
-18
- 25.0%
$47.29 - $61.15 $851 - $1.1K
54 $2K
INT
World Fuel Services Corp

Energy
-91
- 3.04%
N/A
2.9K $63K
EVTC
Evertec, Inc.

Technology
-42
- 44.68%
$31.89 - $38.37 $1.34K - $1.61K
52 $1K
MRSK
Toews Agility Shares Managed R

Technology
-83
- 44.62%
$30.02 - $33.57 $2.49K - $2.79K
103 $3K
MHK
Mohawk Industries Inc

Consumer Cyclical
-9
- 19.57%
$97.99 - $117.15 $882 - $1.05K
37 $3K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-489
- 92.26%
$4.83 - $5.39 $2.36K - $2.64K
41 $0
NWL
Newell Brands Inc.

Consumer Defensive
-346
- 81.8%
$4.48 - $6.27 $1.55K - $2.17K
77 $0
EGP
Eastgroup Properties Inc

Real Estate
-1
- 0.63%
$145.28 - $176.09 $145 - $176
158 $26K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-43
- 29.25%
$70.44 - $86.87 $3.03K - $3.74K
104 $9K
LSTR
Landstar System Inc

Industrials
-12
- 34.29%
$131.55 - $151.93 $1.58K - $1.82K
23 $3K
MIDD
Middleby Corp

Industrials
-12
- 34.29%
$124.01 - $154.76 $1.49K - $1.86K
23 $3K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-51
- 30.91%
$32.86 - $40.05 $1.68K - $2.04K
114 $4K
CC
Chemours CO

Basic Materials
-35
- 38.89%
$9.4 - $13.06 $329 - $457
55 $0
FUTU
Futu Holdings LTD

Financial Services
-9
- 64.29%
$74.81 - $124.33 $673 - $1.12K
5 $0
FDEV
Fidelity International Multifa

ETFs
-39
- 54.17%
$26.86 - $32.58 $1.05K - $1.27K
33 $1K
Activity Summary
Buys All Purchases 2088 New Holdings 540 Increased Positions 1548 Sells All Sells 692 Reductions 691 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email