AssetMark Inc’s Vista Energy VIST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$392 Sell
6
-61
-91% -$4.19K ﹤0.01% 3472
2026
Q2
$4.28K Buy
67
+39
+139% +$2.74K ﹤0.01% 2742
2026
Q1
$2.11K Sell
28
-6
-18% -$350 ﹤0.01% 2838
2025
Q4
$1.65K Hold
34
– – ﹤0.01% 2815
2025
Q3
$1.17K Hold
34
– – ﹤0.01% 2748
2025
Q2
$1.63K Hold
34
– – ﹤0.01% 2486
2025
Q1
$1.58K Sell
34
-2
-6% -$103 ﹤0.01% 2221
2024
Q4
$1.95K Buy
+36
New +$1.86K ﹤0.01% 2129

Other funds holding VIST

AssetMark Inc's VIST Position: Q3 2026 in Review

AssetMark Inc reduced its Vista Energy (VIST) stake by 91% in Q3 2026, selling an estimated $4.19K and leaving 6 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

AssetMark Inc first reported a position in VIST in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.28K in Q2 2026. 125 funds tracked by Wall St. Rank hold VIST as of Q3 2026.

  • AssetMark Inc held 6 shares of Vista Energy worth $392 as of Q3 2026.
  • AssetMark Inc sold 61 Vista Energy shares in Q3 2026, an estimated $4.19K.
  • Vista Energy made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3472 holding.
  • AssetMark Inc first reported a position in Vista Energy in Q4 2024 and has held it in 8 quarters since.
  • AssetMark Inc's Vista Energy position peaked at $4.28K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Vista Energy as of Q3 2026.

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