AssetMark Inc’s Viking Therapeutics VKTX Stock Holding History

AssetMark Inc’s Portfolio VKTX Stock Details VKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$177K	Buy	5,441 +1,807	+50%	+$62.6K	﹤0.01%	1501
2026 Q2	$142K	Sell	3,634 -236	-6%	-$7.62K	﹤0.01%	1540
2026 Q1	$126K	Buy	3,870 +462	+14%	+$14.8K	﹤0.01%	1467
2025 Q4	$120K	Sell	3,408 -8,989	-73%	-$318K	﹤0.01%	1436
2025 Q3	$326K	Sell	12,397 -520	-4%	-$15.5K	﹤0.01%	1165
2025 Q2	$342K	Buy	12,917 +2	+0%	+$53	﹤0.01%	1109
2025 Q1	$312K	Buy	12,915 +789	+7%	+$24.9K	﹤0.01%	1063
2024 Q4	$488K	Buy	12,126 +1,637	+16%	+$93.3K	﹤0.01%	961
2024 Q3	$664K	Buy	10,489 +9,198	+712%	+$540K	﹤0.01%	851
2024 Q2	$68.4K	Buy	1,291 +528	+69%	+$34.6K	﹤0.01%	1174
2024 Q1	$62.6K	Buy	+763	New	+$34K	﹤0.01%	1123

Other funds holding VKTX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc's VKTX Position: Q3 2026 in Review

AssetMark Inc increased its Viking Therapeutics (VKTX) stake by 50% in Q3 2026, buying an estimated $62.6K and bringing the position to 5,441 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

AssetMark Inc first reported a position in VKTX in Q1 2024 and has held it in 11 quarters since. The position peaked at $664K in Q3 2024. 182 funds tracked by Wall St. Rank hold VKTX as of Q3 2026.

AssetMark Inc held 5,441 shares of Viking Therapeutics worth $177K as of Q3 2026.
AssetMark Inc bought 1,807 Viking Therapeutics shares in Q3 2026, an estimated $62.6K.
Viking Therapeutics made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1501 holding.
AssetMark Inc first reported a position in Viking Therapeutics in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's Viking Therapeutics position peaked at $664K in Q3 2024.
182 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2026.

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