AssetMark Inc’s Lineage Inc LINE Stock Holding History

AssetMark Inc’s Portfolio LINE Stock Details LINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$614	Buy	+18	New	+$731	﹤0.01%	3352
2026 Q2	–	Sell	-69	Closed	-$2.26K	–	3684
2026 Q1	$2.26K	Hold	69	–	–	﹤0.01%	2824
2025 Q4	$2.42K	Buy	69 +58	+527%	+$2.14K	﹤0.01%	2720
2025 Q3	$425	Sell	11 -13	-54%	-$540	﹤0.01%	2952
2025 Q2	$1.04K	Sell	24 -10	-29%	-$483	﹤0.01%	2603
2025 Q1	$1.99K	Sell	34 -152	-82%	-$8.86K	﹤0.01%	2173
2024 Q4	$10.9K	Buy	186 +38	+26%	+$2.58K	﹤0.01%	1771
2024 Q3	$11.6K	Buy	+148	New	+$12.4K	﹤0.01%	1598

Other funds holding LINE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's LINE Position: Q3 2026 in Review

AssetMark Inc opened a new position in Lineage Inc (LINE) in Q3 2026: 18 shares worth $614. The stake represents ﹤0.01% of the portfolio and ranks #3352 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in LINE as recently as Q1 2026.

AssetMark Inc first reported a position in LINE in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6K in Q3 2024. 127 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

AssetMark Inc held 18 shares of Lineage Inc worth $614 as of Q3 2026.
Lineage Inc was a new AssetMark Inc position in Q3 2026.
Lineage Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3352 holding.
AssetMark Inc first reported a position in Lineage Inc in Q3 2024 and has held it in 8 quarters since.
AssetMark Inc's Lineage Inc position peaked at $11.6K in Q3 2024.
127 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

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