AssetMark Inc’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

AssetMark Inc’s Portfolio IMOS Stock Details IMOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.9K	Sell	235 -370	-61%	-$22K	﹤0.01%	2324
2026 Q2	$38.9K	Buy	605 +55	+10%	+$2.91K	﹤0.01%	1935
2026 Q1	$19.7K	Sell	550 -34	-6%	-$1.28K	﹤0.01%	2062
2025 Q4	$17.3K	Hold	584	–	–	﹤0.01%	2044
2025 Q3	$11.2K	Buy	584 +571	+4,392%	+$10.1K	﹤0.01%	2090
2025 Q2	$235	Buy	+13	New	+$230	﹤0.01%	2857

Other funds holding IMOS

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

AssetMark Inc's IMOS Position: Q3 2026 in Review

AssetMark Inc reduced its ChipMOS TECHNOLOGIES (IMOS) stake by 61% in Q3 2026, selling an estimated $22K and leaving 235 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

AssetMark Inc first reported a position in IMOS in Q2 2025 and has held it in 6 quarters since. The position peaked at $38.9K in Q2 2026. 13 funds tracked by Wall St. Rank hold IMOS as of Q3 2026.

AssetMark Inc held 235 shares of ChipMOS TECHNOLOGIES worth $16.9K as of Q3 2026.
AssetMark Inc sold 370 ChipMOS TECHNOLOGIES shares in Q3 2026, an estimated $22K.
ChipMOS TECHNOLOGIES made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2324 holding.
AssetMark Inc first reported a position in ChipMOS TECHNOLOGIES in Q2 2025 and has held it in 6 quarters since.
AssetMark Inc's ChipMOS TECHNOLOGIES position peaked at $38.9K in Q2 2026.
13 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q3 2026.

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