AssetMark Inc’s HighPeak Energy HPK Stock Holding History

AssetMark Inc’s Portfolio HPK Stock Details HPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-302	Closed	-$3.82K	–	3062
2025 Q1	$3.82K	Buy	+302	New	+$4.06K	﹤0.01%	2048

Other funds holding HPK

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

E3F

Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc's HPK Position: Q2 2025 in Review

AssetMark Inc sold out of HighPeak Energy (HPK) in Q2 2025, closing a stake of 302 shares — an estimated $3.82K sold.

AssetMark Inc first reported a position in HPK in Q1 2025 and held it in 1 quarter. The position peaked at $3.82K in Q1 2025. 121 funds tracked by Wall St. Rank hold HPK as of Q2 2025.

AssetMark Inc reported no remaining HighPeak Energy position as of Q2 2025 after selling out during the quarter.
AssetMark Inc sold 302 HighPeak Energy shares in Q2 2025, an estimated $3.82K.
AssetMark Inc first reported a position in HighPeak Energy in Q1 2025 and held it in 1 quarter.
AssetMark Inc's HighPeak Energy position peaked at $3.82K in Q1 2025.
121 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.