AssetMark Inc
CHGX icon

AssetMark Inc’s AXS Change Finance ESG ETF CHGX Stock Holding History

AssetMark Inc’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72K Sell
2,167
-576
-21% -$17.8K ﹤0.01% 1717
2026
Q1 		$73.6K Sell
2,743
-1,653
-38% -$45.9K ﹤0.01% 1638
2025
Q4 		$120K Sell
4,396
-557
-11% -$15.2K ﹤0.01% 1437
2025
Q3 		$135K Buy
+4,953
New +$132K ﹤0.01% 1351

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

AssetMark Inc's CHGX Position: Q2 2026 in Review

AssetMark Inc reduced its AXS Change Finance ESG ETF (CHGX) stake by 21% in Q2 2026, selling an estimated $17.8K and leaving 2,167 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

AssetMark Inc first reported a position in CHGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $135K in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • AssetMark Inc held 2,167 shares of AXS Change Finance ESG ETF worth $72K as of Q2 2026.
  • AssetMark Inc sold 576 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $17.8K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1717 holding.
  • AssetMark Inc first reported a position in AXS Change Finance ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • AssetMark Inc's AXS Change Finance ESG ETF position peaked at $135K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

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