Assetmark, Inc Purchases in Q4 2025

Assetmark, Inc

  • $47.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HTLD
Heartland Express Inc

Industrials
15
New
$7.52 - $8.79 $113 - $132
15 $0
HL
Hecla Mining CO

Basic Materials
11
+ 6.04%
$11.9 - $15.53 $131 - $171
193 $2K
HEIA
Heico Crp Cl A
1.59K
+ 9.77%
N/A
17.9K $0
HP
Helmerich & Payne, Inc.

Energy
28
+ 560.0%
$21.85 - $27.83 $612 - $779
33 $0
HI
Hillenbrand, Inc.

Industrials
10
New
$24.57 - $31.68 $246 - $317
10 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
9
+ 22.5%
$39.18 - $46.09 $353 - $415
49 $1K
HIMX
Himax Technologies, Inc.

Technology
996
+ 19.59%
$7.38 - $9.56 $7.35K - $9.52K
6.08K $44K
HNI
Hni Corp

Industrials
9
+ 32.14%
$39.04 - $47.13 $351 - $424
37 $1K
HOPE
Hope Bancorp Inc

Financial Services
34
+ 109.68%
$10.07 - $11.12 $342 - $378
65 $0
Hudson Pac Pptys Inc
789
New
N/A
789 $0
IMVT
Immunovant, Inc.

Healthcare
5
+ 4.46%
N/A
117 $3K
PI
Impinj Inc

Technology
5
+ 29.41%
$142.5 - $241.91 $713 - $1.21K
22 $3K
INMB
Inmune Bio, Inc.

Healthcare
150
New
$1.43 - $2.14 $215 - $321
150 $0
Innovex International Inc
14
New
N/A
14 $0
TILE
Interface Inc

Consumer Cyclical
49
+ 11.67%
$24.9 - $28.57 $1.22K - $1.4K
469 $12K
IPI
Intrepid Potash, Inc.

Basic Materials
20
New
$23.94 - $30.48 $479 - $610
20 $0
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10
+ 3.92%
$46.96 - $49.73 $470 - $497
265 $12K
PXQ
Invesco Exchange Traded Fd Tr
217
New
N/A
217 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
102
+ 28.33%
N/A
462 $0
VMO
Invesco Municipal Opportunity Trust

Financial Services
99
+ 2475.0%
$9.54 - $9.77 $944 - $967
103 $0
Ishares Bitcoin Trust ETF
194K
+ 479.93%
N/A
235K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
59K
+ 25.03%
N/A
295K $0
DIVB
Ishares Tr U S Divid & Buyback

ETFs
0
New
$50.77 - $52.85 $0 - $0
0 $0
Ishares Tr
31.4K
+ 59.78%
N/A
84K $0
HYGW
Ishares Tr High Yield Corporat
11.5K
+ 3.91%
N/A
304K $0
Ishares Tr
20.7K
+ 45.51%
N/A
66.3K $0
Ishares Tr
16.7K
+ 44.3%
N/A
54.3K $0
ILCG
Ishares Morningstar Growth ETF
6.97K
+ 43.47%
N/A
23K $0
Ishares Tr
170
+ 0.19%
N/A
89.6K $0
MEAR
Blackrock Short Maturity Munic

ETFs
8
New
$50.31 - $50.47 $402 - $404
8 $0
J P Morgan Exchange Traded F
38.4K
+ 2478.32%
N/A
40K $0
JGRO
J P Morgan Exchange Traded Fd
65
+ 16.33%
N/A
463 $0
J P Morgan Exchange Traded F
289K
New
N/A
289K $0
J P Morgan Exchange Traded F
144
+ 22.78%
N/A
776 $0
J P Morgan Exchange Traded F
182
New
N/A
182 $0
J P Morgan Exchange Traded F
17.7K
+ 17.0%
N/A
122K $0
J P Morgan Exchange Traded F
307
+ 35.25%
N/A
1.18K $0
J P Morgan Exchange Traded F
53
New
N/A
53 $0
J P Morgan Exchange Traded F
96.2K
New
N/A
96.2K $0
Jacobs Solutions Inc
362
+ 52.62%
N/A
1.05K $0
James Hardie Inds PLC
51
+ 124.39%
N/A
92 $0
KW
Kennedy Wilson Holdings, Inc.

Real Estate
34
New
$7.42 - $9.8 $252 - $333
34 $0
Kenvue Inc
14.2K
+ 25.65%
N/A
69.3K $0
Klaviyo Inc
3.53K
+ 5.81%
N/A
64.3K $0
Knife River Corp
126
+ 175.0%
N/A
198 $0
KSS
Kohls Corp

Consumer Cyclical
23
+ 143.75%
$13.98 - $18.06 $322 - $415
39 $0
Labcorp Holdings Inc
2.34K
+ 3.39%
N/A
71.4K $0
Latam Airlines Group Sa
59
+ 55.14%
N/A
166 $0
Lazard Active ETF Tr
61.1K
New
N/A
61.1K $0
Activity Summary
Buys All Purchases 1867 New Holdings 324 Increased Positions 1543 Sells All Sells 923 Reductions 922 Sold out 1 Options Calls 0 Puts 0
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