Assetmark, Inc Incresed Positions in Q4 2025

Assetmark, Inc

  • $47.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DNLI
Denali Therapeutics Inc.

Healthcare
1.25K
+ 31.75%
$14.41 - $17.58 $18K - $22K
5.19K $90K
ILMN
Illumina, Inc.

Healthcare
48
+ 4.62%
$91.0 - $123.54 $4.37K - $5.93K
1.09K $131K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.95K
+ 7.4%
$14.62 - $15.79 $57.7K - $62.3K
57.3K $882K
USMC
Principal ETF U S Mega Cap

ETFs
499
+ 18.72%
$66.89 - $69.85 $33.4K - $34.9K
3.16K $214K
EEMV
Ishares Msci Emerging Markets

ETFs
168
+ 1.16%
$62.97 - $65.76 $10.6K - $11K
14.7K $959K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
933
+ 100.54%
$35.55 - $38.01 $33.2K - $35.5K
1.86K $66K
DPZ
Dominos Pizza Inc

Consumer Cyclical
82
+ 68.91%
$398.46 - $431.24 $32.7K - $35.4K
201 $82K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.25K
+ 445.0%
$24.31 - $25.21 $30.3K - $31.4K
1.53K $37K
EL
Estee Lauder Companies Inc

Consumer Defensive
660
+ 5.17%
$86.09 - $102.52 $56.8K - $67.7K
13.4K $1.15M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
283
+ 11.59%
$160.66 - $181.39 $45.5K - $51.3K
2.73K $465K
RL
Ralph Lauren Corp

Consumer Cyclical
62
+ 11.76%
$309.29 - $340.21 $19.2K - $21.1K
589 $195K
XAR
Spdr S&P Aerospace & Defense E

ETFs
134
+ 121.82%
$227.13 - $251.24 $30.4K - $33.7K
244 $55K
ICF
Ishares Tr

ETFs
491
+ 69.65%
$59.89 - $62.73 $29.4K - $30.8K
1.2K $72K
NOK
Nokia Corp

Technology
751
+ 6.08%
$4.82 - $7.77 $3.62K - $5.84K
13.1K $88K
RDNT
Rad Net, Inc.

Healthcare
429
+ 17.01%
$70.6 - $83.41 $30.3K - $35.8K
2.95K $221K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
221
+ 174.02%
$125.44 - $132.11 $27.7K - $29.2K
348 $44K
EMGF
Ishares Msci Emerging Markets

ETFs
334
+ 6.63%
$55.07 - $59.37 $18.4K - $19.8K
5.37K $312K
S
Sentinel One, Inc.

Technology
1.67K
+ 700.84%
$16.36 - $18.0 $27.3K - $30K
1.91K $32K
EWJ
Ishares Msci Japan ETF

ETFs
285
+ 35.76%
$78.36 - $84.34 $22.3K - $24K
1.08K $90K
LNT
Alliant Energy Corp

Utilities
414
+ 3.26%
$66.31 - $68.97 $27.5K - $28.6K
13.1K $883K
DGX
Quest Diagnostics Inc

Healthcare
191
+ 1.95%
N/A
9.98K $1.37M
SHAK
Shake Shack Inc.

Consumer Cyclical
302
+ 457.58%
$86.76 - $96.79 $26.2K - $29.2K
368 $33K
AIZ
Assurant, Inc.

Financial Services
100
+ 38.02%
$207.7 - $228.59 $20.8K - $22.9K
363 $82K
IHE
Ishares Tr

ETFs
312
+ 203.92%
$73.63 - $80.43 $23K - $25.1K
465 $37K
RGLD
Royal Gold Inc

Basic Materials
144
+ 282.35%
$169.08 - $206.65 $24.3K - $29.8K
195 $36K
TD
Toronto Dominion Bank

Financial Services
306
+ 36.26%
$78.32 - $82.74 $24K - $25.3K
1.15K $93K
BE
Bloom Energy Corp

Industrials
211
+ 345.9%
$86.06 - $142.37 $18.2K - $30K
272 $30K
CPT
Camden Property Trust

Real Estate
255
+ 134.21%
$97.58 - $105.59 $24.9K - $26.9K
445 $45K
FEP
First Trust Europe Alphadex Fu

ETFs
114
+ 0.1%
$50.31 - $51.92 $5.74K - $5.92K
115K $5.92M
NU
Nu Holdings Ltd.

Financial Services
1.65K
+ 23.76%
$14.73 - $16.39 $24.3K - $27K
8.58K $135K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.35K
+ 3.92%
$39.83 - $41.72 $173K - $181K
115K $4.63M
DELL
Dell Technologies Inc.

Technology
622
+ 8.53%
$133.76 - $164.88 $83.2K - $103K
7.92K $1.06M
FOX
Fox Corp Cl B (De)

Communication Services
393
+ 35.92%
$51.27 - $60.27 $20.1K - $23.7K
1.49K $86K
AVUV
American Centy ETF Tr Avantis

ETFs
252
+ 25.61%
$95.19 - $100.66 $24K - $25.4K
1.24K $120K
EGP
Eastgroup Properties Inc

Real Estate
115
+ 30.59%
$166.12 - $182.72 $19.1K - $21K
491 $86K
PODD
Insulet Corp

Healthcare
21
+ 3.08%
$305.98 - $336.84 $6.43K - $7.07K
703 $233K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
344
+ 43.32%
$58.83 - $63.18 $20.2K - $21.7K
1.14K $70K
SOFI
So Fi Technologies, Inc.

Financial Services
771
+ 60.57%
$25.24 - $32.21 $19.5K - $24.8K
2.04K $56K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
656
+ 13.29%
$36.47 - $38.19 $23.9K - $25.1K
5.59K $209K
RSP
Invesco S&P 500 Equal Weight E

ETFs
161
+ 4.47%
$185.12 - $192.11 $29.8K - $30.9K
3.76K $705K
MSCI
Msci Inc.

Financial Services
49
+ 2.25%
$533.34 - $593.76 $26.1K - $29.1K
2.22K $1.26M
PSET
Principal Exchange Traded Fund

ETFs
309
+ 26.87%
$74.59 - $77.89 $23K - $24.1K
1.46K $109K
WIX
Wix.Com Ltd.

Technology
1.02K
+ 50.2%
$125.29 - $153.79 $128K - $157K
3.05K $382K
DTE
Dte Energy CO

Utilities
296
+ 6.6%
$133.44 - $143.32 $39.5K - $42.4K
4.78K $655K
MASI
Masimo Corp

Healthcare
97
+ 5.53%
$140.65 - $153.72 $13.6K - $14.9K
1.85K $279K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29
+ 3.56%
$454.87 - $482.76 $13.2K - $14K
844 $398K
TDY
Teledyne Technologies Inc

Technology
60
+ 53.57%
$501.23 - $593.62 $30.1K - $35.6K
172 $86K
TWLO
Twilio Inc

Communication Services
65
+ 12.38%
$102.7 - $136.1 $6.68K - $8.85K
590 $73K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
241
+ 42.73%
$88.14 - $92.61 $21.2K - $22.3K
805 $72K
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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