AssetMark Inc
P icon

AssetMark Inc’s Everpure Inc P Stock Holding History

AssetMark Inc’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$224K Buy
1,714
+194
+13% +$18.3K ﹤0.01% 1440
2026
Q2 		$120K Buy
1,520
+797
+110% +$58.4K ﹤0.01% 1577
2026
Q1 		$42.7K Buy
723
+262
+57% +$17.7K ﹤0.01% 1804
2025
Q4 		$30.9K Buy
461
+120
+35% +$10K ﹤0.01% 1867
2025
Q3 		$28.6K Buy
341
+222
+187% +$14.8K ﹤0.01% 1823
2025
Q2 		$6.85K Buy
119
+91
+325% +$4.53K ﹤0.01% 2050
2025
Q1 		$1.24K Sell
28
-10
-26% -$603 ﹤0.01% 2262
2024
Q4 		$2.33K Buy
38
+26
+217% +$1.45K ﹤0.01% 2085
2024
Q3 		$603 Buy
+12
New +$678 ﹤0.01% 2065
2024
Q1 		– Sell
-4
Closed -$143 – 2077
2023
Q4 		$143 Sell
4
-2
-33% -$70 ﹤0.01% 1800
2023
Q3 		$214 Buy
+6
New +$223 ﹤0.01% 1624
2022
Q1 		– Sell
-46
Closed -$1K – 1701
2021
Q4 		$1K Buy
+46
New +$1.34K ﹤0.01% 1460

Other funds holding P

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's P Position: Q3 2026 in Review

AssetMark Inc increased its Everpure Inc (P) stake by 13% in Q3 2026, buying an estimated $18.3K and bringing the position to 1,714 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

AssetMark Inc first reported a position in P in Q4 2021 and has held it in 12 quarters since. 459 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • AssetMark Inc held 1,714 shares of Everpure Inc worth $224K as of Q3 2026.
  • AssetMark Inc bought 194 Everpure Inc shares in Q3 2026, an estimated $18.3K.
  • Everpure Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1440 holding.
  • AssetMark Inc first reported a position in Everpure Inc in Q4 2021 and has held it in 12 quarters since.
  • 459 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

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