AssetMark Inc
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AssetMark Inc’s Atlas Energy Solutions AESI Stock Holding History

AssetMark Inc’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$348 Buy
+29
New +$371 ﹤0.01% 3508
2025
Q2 		– Sell
-391
Closed -$6.98K – 3004
2025
Q1 		$6.98K Hold
391
– – ﹤0.01% 1921
2024
Q4 		$8.67K Hold
391
– – ﹤0.01% 1819
2024
Q3 		$8.52K Hold
391
– – ﹤0.01% 1647
2024
Q2 		$7.79K Buy
+391
New +$8.72K ﹤0.01% 1536

Other funds holding AESI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
St. Denis J. Villere & Co
St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
CA
Cullinan Associates Louisville, Kentucky $1.33B AUM 27.21% 1-Year Est. Return
Argentarii
Argentarii Cincinnati, Ohio $328M AUM 24% 1-Year Est. Return

AssetMark Inc's AESI Position: Q3 2026 in Review

AssetMark Inc opened a new position in Atlas Energy Solutions (AESI) in Q3 2026: 29 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #3508 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in AESI as recently as Q1 2025.

AssetMark Inc first reported a position in AESI in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.67K in Q4 2024. 82 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • AssetMark Inc held 29 shares of Atlas Energy Solutions worth $348 as of Q3 2026.
  • Atlas Energy Solutions was a new AssetMark Inc position in Q3 2026.
  • Atlas Energy Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3508 holding.
  • AssetMark Inc first reported a position in Atlas Energy Solutions in Q2 2024 and has held it in 5 quarters since.
  • AssetMark Inc's Atlas Energy Solutions position peaked at $8.67K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.