AssetMark Inc
LIT icon

AssetMark Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

AssetMark Inc’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57K Buy
+23
New +$1.66K ﹤0.01% 3117
2024
Q1 		– Sell
-9
Closed -$458 – 2035
2023
Q4 		$458 Buy
+9
New +$446 ﹤0.01% 1684
2022
Q1 		– Sell
-100
Closed -$8K – 1667
2021
Q4 		$8K Buy
+100
New +$8.87K ﹤0.01% 1177

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Baker Avenue Asset Management
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Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AssetMark Inc's LIT Position: Q3 2026 in Review

AssetMark Inc opened a new position in Global X Lithium & Battery Tech ETF (LIT) in Q3 2026: 23 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #3117 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in LIT as recently as Q4 2023.

AssetMark Inc first reported a position in LIT in Q4 2021 and has held it in 3 quarters since. The position peaked at $8K in Q4 2021. 156 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • AssetMark Inc held 23 shares of Global X Lithium & Battery Tech ETF worth $1.57K as of Q3 2026.
  • Global X Lithium & Battery Tech ETF was a new AssetMark Inc position in Q3 2026.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3117 holding.
  • AssetMark Inc first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 3 quarters since.
  • AssetMark Inc's Global X Lithium & Battery Tech ETF position peaked at $8K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

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