AssetMark Inc
CERT icon

AssetMark Inc’s Certara CERT Stock Holding History

AssetMark Inc’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$221 Buy
+24
New +$189 ﹤0.01% 3590
2025
Q1 		– Sell
-500
Closed -$5.32K – 2641
2024
Q4 		$5.32K Buy
+500
New +$5.43K ﹤0.01% 1914

Other funds holding CERT

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
Kopion Asset Management
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc's CERT Position: Q3 2026 in Review

AssetMark Inc opened a new position in Certara (CERT) in Q3 2026: 24 shares worth $221. The stake represents ﹤0.01% of the portfolio and ranks #3590 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in CERT as recently as Q4 2024.

AssetMark Inc first reported a position in CERT in Q4 2024 and has held it in 2 quarters since. The position peaked at $5.32K in Q4 2024. 70 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • AssetMark Inc held 24 shares of Certara worth $221 as of Q3 2026.
  • Certara was a new AssetMark Inc position in Q3 2026.
  • Certara made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3590 holding.
  • AssetMark Inc first reported a position in Certara in Q4 2024 and has held it in 2 quarters since.
  • AssetMark Inc's Certara position peaked at $5.32K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Certara as of Q3 2026.

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