AssetMark Inc
OPTT icon

AssetMark Inc’s Ocean Power Technologies OPTT Stock Holding History

AssetMark Inc’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$70 – 3625
2026
Q1 		$70 Hold
200
– – ﹤0.01% 3392
2025
Q4 		$60 Hold
200
– – ﹤0.01% 3332
2025
Q3 		$101 Hold
200
– – ﹤0.01% 3120
2025
Q2 		$95 Hold
200
– – ﹤0.01% 2944
2025
Q1 		$91 Hold
200
– – ﹤0.01% 2571
2024
Q4 		$204 Hold
200
– – ﹤0.01% 2477
2024
Q3 		$31 Buy
+200
New +$49 ﹤0.01% 2230

Other funds holding OPTT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

AssetMark Inc's OPTT Position: Q2 2026 in Review

AssetMark Inc sold out of Ocean Power Technologies (OPTT) in Q2 2026, closing a stake of 200 shares — an estimated $70 sold.

AssetMark Inc first reported a position in OPTT in Q3 2024 and held it in 7 quarters. The position peaked at $204 in Q4 2024. 20 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • AssetMark Inc reported no remaining Ocean Power Technologies position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 200 Ocean Power Technologies shares in Q2 2026, an estimated $70.
  • AssetMark Inc first reported a position in Ocean Power Technologies in Q3 2024 and held it in 7 quarters.
  • AssetMark Inc's Ocean Power Technologies position peaked at $204 in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.