AssetMark Inc
GSHD icon

AssetMark Inc’s Goosehead Insurance GSHD Stock Holding History

AssetMark Inc’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$544 Buy
+12
New +$717 ﹤0.01% 3382
2025
Q1 		– Sell
-1
Closed -$107 – 2675
2024
Q4 		$107 Buy
+1
New +$109 ﹤0.01% 2523

Other funds holding GSHD

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

AssetMark Inc's GSHD Position: Q3 2026 in Review

AssetMark Inc opened a new position in Goosehead Insurance (GSHD) in Q3 2026: 12 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #3382 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in GSHD as recently as Q4 2024.

AssetMark Inc first reported a position in GSHD in Q4 2024 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • AssetMark Inc held 12 shares of Goosehead Insurance worth $544 as of Q3 2026.
  • Goosehead Insurance was a new AssetMark Inc position in Q3 2026.
  • Goosehead Insurance made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3382 holding.
  • AssetMark Inc first reported a position in Goosehead Insurance in Q4 2024 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

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