AssetMark Inc’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

AssetMark Inc’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.8K	Hold	395	–	–	﹤0.01%	2017
2026 Q2	$33.8K	Hold	395	–	–	﹤0.01%	1987
2026 Q1	$29.7K	Hold	395	–	–	﹤0.01%	1926
2025 Q4	$32.5K	Hold	395	–	–	﹤0.01%	1854
2025 Q3	$32.9K	Hold	395	–	–	﹤0.01%	1784
2025 Q2	$31.3K	Hold	395	–	–	﹤0.01%	1693
2025 Q1	$27.6K	Sell	395 -395	-50%	-$29.6K	﹤0.01%	1617
2024 Q4	$59.5K	Buy	+790	New	+$59.8K	﹤0.01%	1384

Other funds holding LRGE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

AssetMark Inc's LRGE Position: Q3 2026 in Review

AssetMark Inc held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q3 2026 at 395 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

AssetMark Inc first reported a position in LRGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $59.5K in Q4 2024. 42 funds tracked by Wall St. Rank hold LRGE as of Q3 2026.

AssetMark Inc held 395 shares of ClearBridge Large Cap Growth Select ETF worth $35.8K as of Q3 2026.
AssetMark Inc left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q3 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2017 holding.
AssetMark Inc first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 8 quarters since.
AssetMark Inc's ClearBridge Large Cap Growth Select ETF position peaked at $59.5K in Q4 2024.
42 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2026.

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