AssetMark Inc’s Celcuity CELC Stock Holding History

AssetMark Inc’s Portfolio CELC Stock Details CELC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$637K	Buy	8,015 +2,122	+36%	+$193K	﹤0.01%	1189
2026 Q2	$617K	Buy	+5,893	New	+$680K	﹤0.01%	1187

Other funds holding CELC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's CELC Position: Q3 2026 in Review

AssetMark Inc increased its Celcuity (CELC) stake by 36% in Q3 2026, buying an estimated $193K and bringing the position to 8,015 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

AssetMark Inc first reported a position in CELC in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold CELC as of Q3 2026.

AssetMark Inc held 8,015 shares of Celcuity worth $637K as of Q3 2026.
AssetMark Inc bought 2,122 Celcuity shares in Q3 2026, an estimated $193K.
Celcuity made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1189 holding.
AssetMark Inc first reported a position in Celcuity in Q2 2026 and has held it in 2 quarters since.
69 funds tracked by Wall St. Rank held Celcuity as of Q3 2026.

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