AssetMark Inc
CAPE icon

AssetMark Inc’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

AssetMark Inc’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-145
Closed -$4.67K – 3461
2025
Q4 		$4.67K Hold
145
– – ﹤0.01% 2490
2025
Q3 		$4.72K Hold
145
– – ﹤0.01% 2362
2025
Q2 		$4.61K Buy
145
+143
+7,150% +$4.34K ﹤0.01% 2156
2025
Q1 		$61 Sell
2
-143
-99% -$4.38K ﹤0.01% 2588
2024
Q4 		$4.34K Buy
+145
New +$4.42K ﹤0.01% 1958

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EK
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WA
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SPI
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HAG
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AssetMark Inc's CAPE Position: Q1 2026 in Review

AssetMark Inc sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2026, closing a stake of 145 shares — an estimated $4.67K sold.

AssetMark Inc first reported a position in CAPE in Q4 2024 and held it in 5 quarters. The position peaked at $4.72K in Q3 2025. 49 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • AssetMark Inc reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 145 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $4.67K.
  • AssetMark Inc first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2024 and held it in 5 quarters.
  • AssetMark Inc's DoubleLine Shiller CAPE US Equities ETF position peaked at $4.72K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.