AssetMark Inc’s Sunnova Energy NOVA Stock Holding History

AssetMark Inc’s Portfolio NOVA Stock Details NOVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-153	Closed	–	–	3242
2025 Q2	$0	Hold	153	–	–	﹤0.01%	3082
2025 Q1	$57	Hold	153	–	–	﹤0.01%	2589
2024 Q4	$525	Hold	153	–	–	﹤0.01%	2364
2024 Q3	$1.49K	Hold	153	–	–	﹤0.01%	1932
2024 Q2	$854	Hold	153	–	–	﹤0.01%	1868
2024 Q1	$938	Hold	153	–	–	﹤0.01%	1679
2023 Q4	$2.33K	Hold	153	–	–	﹤0.01%	1526
2023 Q3	$1.6K	Hold	153	–	–	﹤0.01%	1494
2023 Q2	$2.8K	Hold	153	–	–	﹤0.01%	1393
2023 Q1	$2.39K	Hold	153	–	–	﹤0.01%	1383
2022 Q4	$2.76K	Hold	153	–	–	﹤0.01%	1407
2022 Q3	$3K	Hold	153	–	–	﹤0.01%	1361
2022 Q2	$3K	Hold	153	–	–	﹤0.01%	1347
2022 Q1	$4K	Buy	+153	New	+$3.27K	﹤0.01%	1319

Other funds holding NOVA

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

JWM

Jeppson Wealth Management Manhattan Beach, California $319M AUM 27.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

AssetMark Inc's NOVA Position: Q3 2025 in Review

AssetMark Inc sold out of Sunnova Energy (NOVA) in Q3 2025, closing a stake of 153 shares.

AssetMark Inc first reported a position in NOVA in Q1 2022 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 7 funds tracked by Wall St. Rank hold NOVA as of Q3 2025.

AssetMark Inc reported no remaining Sunnova Energy position as of Q3 2025 after selling out during the quarter.
AssetMark Inc sold 153 Sunnova Energy shares in Q3 2025.
AssetMark Inc first reported a position in Sunnova Energy in Q1 2022 and held it in 14 quarters.
AssetMark Inc's Sunnova Energy position peaked at $4K in Q1 2022.
7 funds tracked by Wall St. Rank held Sunnova Energy as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.