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 Q3	–	Sell	-25	Closed	-$743	–	3836
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

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

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

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

AssetMark Inc's IPX Position: Q3 2026 in Review

AssetMark Inc sold out of IperionX (IPX) in Q3 2026, closing a stake of 25 shares — an estimated $743 sold.

AssetMark Inc first reported a position in IPX in Q1 2026 and held it in 2 quarters. The position peaked at $743 in Q2 2026. 4 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

AssetMark Inc reported no remaining IperionX position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 25 IperionX shares in Q3 2026, an estimated $743.
AssetMark Inc first reported a position in IperionX in Q1 2026 and held it in 2 quarters.
AssetMark Inc's IperionX position peaked at $743 in Q2 2026.
4 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

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