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ASSETMARK, INC

CIK
1344551
City
CONCORD
State / Country
CA

Top Portfolio Positions

2,204 positions · $17,698,301,452 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CG

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $22,522,835 465,444
2025-12-31 $27,842,878 471,035
2025-09-30 $35,067,357 559,288
2025-06-30 $26,920,647 523,748
2025-03-31 $19,643,877 450,651
2024-12-31 $22,935,940 454,267
2024-09-30 $14,339,109 333,003
2024-06-30 $9,899,785 246,570
2024-03-31 $11,377,551 242,540
2023-12-31 $7,842,061 192,727
2023-09-30 $4,147,150 137,505
2023-06-30 $2,800,321 87,647
2023-03-31 $1,806,511 58,162
2022-12-31 $308,993 10,355
2022-09-30 $276,823 10,713
2022-06-30 $352,344 11,129
2022-03-31 $570,437 11,663
2021-12-31 $11,748 214