AssetMark Inc
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AssetMark Inc’s Shoals Technologies Group SHLS Stock Holding History

AssetMark Inc’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292 Buy
+36
New +$303 ﹤0.01% 3546
2024
Q4 		– Sell
-1,905
Closed -$10.7K – 2657
2024
Q3 		$10.7K Hold
1,905
– – ﹤0.01% 1607
2024
Q2 		$11.9K Hold
1,905
– – ﹤0.01% 1465
2024
Q1 		$21.3K Hold
1,905
– – ﹤0.01% 1275
2023
Q4 		$29.6K Buy
1,905
+315
+20% +$4.77K ﹤0.01% 1237
2023
Q3 		$29K Buy
1,590
+765
+93% +$17K ﹤0.01% 1195
2023
Q2 		$21.1K Hold
825
– – ﹤0.01% 1198
2023
Q1 		$18.8K Buy
825
+335
+68% +$8.27K ﹤0.01% 1195
2022
Q4 		$12.1K Buy
+490
New +$11.8K ﹤0.01% 1281

Other funds holding SHLS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Torrey Growth & Income Advisors
Torrey Growth & Income Advisors Del Mar, California $297M AUM 36.15% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

AssetMark Inc's SHLS Position: Q3 2026 in Review

AssetMark Inc opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 36 shares worth $292. The stake represents ﹤0.01% of the portfolio and ranks #3546 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SHLS as recently as Q3 2024.

AssetMark Inc first reported a position in SHLS in Q4 2022 and has held it in 9 quarters since. The position peaked at $29.6K in Q4 2023. 71 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • AssetMark Inc held 36 shares of Shoals Technologies Group worth $292 as of Q3 2026.
  • Shoals Technologies Group was a new AssetMark Inc position in Q3 2026.
  • Shoals Technologies Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3546 holding.
  • AssetMark Inc first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 9 quarters since.
  • AssetMark Inc's Shoals Technologies Group position peaked at $29.6K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

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