AssetMark Inc
BTU icon

AssetMark Inc’s Peabody Energy BTU Stock Holding History

AssetMark Inc’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5K Sell
108
-6
-5% -$159 ﹤0.01% 2904
2026
Q1 		$3.76K Sell
114
-16
-12% -$559 ﹤0.01% 2671
2025
Q4 		$3.86K Hold
130
– – ﹤0.01% 2556
2025
Q3 		$3.45K Buy
130
+42
+48% +$749 ﹤0.01% 2456
2025
Q2 		$1.18K Buy
+88
New +$1.16K ﹤0.01% 2571
2025
Q1 		– Sell
-4
Closed -$84 – 2638
2024
Q4 		$84 Buy
+4
New +$99 ﹤0.01% 2543

Other funds holding BTU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's BTU Position: Q2 2026 in Review

AssetMark Inc reduced its Peabody Energy (BTU) stake by 5.3% in Q2 2026, selling an estimated $159 and leaving 108 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

AssetMark Inc first reported a position in BTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.86K in Q4 2025. 110 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • AssetMark Inc held 108 shares of Peabody Energy worth $2.5K as of Q2 2026.
  • AssetMark Inc sold 6 Peabody Energy shares in Q2 2026, an estimated $159.
  • Peabody Energy made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2904 holding.
  • AssetMark Inc first reported a position in Peabody Energy in Q4 2024 and has held it in 6 quarters since.
  • AssetMark Inc's Peabody Energy position peaked at $3.86K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.