AssetMark Inc
ALTG icon

AssetMark Inc’s Alta Equipment Group ALTG Stock Holding History

AssetMark Inc’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$122 Hold
20
– – ﹤0.01% 3674
2026
Q2 		$129 Hold
20
– – ﹤0.01% 3458
2026
Q1 		$107 Buy
+20
New +$127 ﹤0.01% 3372

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MIM
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Simplex Trading
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Assenagon Asset Management
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Wealth Enhancement Advisory Services
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Inscription Capital
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Center for Financial Planning
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AssetMark Inc's ALTG Position: Q3 2026 in Review

AssetMark Inc held its Alta Equipment Group (ALTG) position steady in Q3 2026 at 20 shares worth $122. The position accounts for ﹤0.01% of the portfolio, ranked #3674.

AssetMark Inc first reported a position in ALTG in Q1 2026 and has held it in 3 quarters since. The position peaked at $129 in Q2 2026. 28 funds tracked by Wall St. Rank hold ALTG as of Q3 2026.

  • AssetMark Inc held 20 shares of Alta Equipment Group worth $122 as of Q3 2026.
  • AssetMark Inc left its Alta Equipment Group share count unchanged in Q3 2026.
  • Alta Equipment Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3674 holding.
  • AssetMark Inc first reported a position in Alta Equipment Group in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Alta Equipment Group position peaked at $129 in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2026.

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