AssetMark Inc’s Parametric Hedged Equity ETF PHEQ Stock Holding History

AssetMark Inc’s Portfolio PHEQ Stock Details PHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.1K	Buy	+765	New	+$26.7K	﹤0.01%	2128

Other funds holding PHEQ

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc's PHEQ Position: Q3 2026 in Review

AssetMark Inc opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q3 2026: 765 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings.

4 funds tracked by Wall St. Rank hold PHEQ as of Q3 2026.

AssetMark Inc held 765 shares of Parametric Hedged Equity ETF worth $27.1K as of Q3 2026.
Parametric Hedged Equity ETF was a new AssetMark Inc position in Q3 2026.
Parametric Hedged Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2128 holding.
4 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q3 2026.

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