AssetMark Inc’s IperionX IPX Stock Holding History

AssetMark Inc’s Portfolio IPX Stock Details IPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743	Buy	25 +14	+127%	+$477	﹤0.01%	3210
2026 Q1	$286	Buy	+11	New	+$467	﹤0.01%	3273

Other funds holding IPX

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc's IPX Position: Q2 2026 in Review

AssetMark Inc increased its IperionX (IPX) stake by 127% in Q2 2026, buying an estimated $477 and bringing the position to 25 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

AssetMark Inc first reported a position in IPX in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

AssetMark Inc held 25 shares of IperionX worth $743 as of Q2 2026.
AssetMark Inc bought 14 IperionX shares in Q2 2026, an estimated $477.
IperionX made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3210 holding.
AssetMark Inc first reported a position in IperionX in Q1 2026 and has held it in 2 quarters since.
58 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

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