AssetMark Inc
VOTE icon

AssetMark Inc’s TCW Transform 500 ETF VOTE Stock Holding History

AssetMark Inc’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Buy
151
+19
+14% +$1.62K ﹤0.01% 2348
2026
Q1 		$10.1K Hold
132
– – ﹤0.01% 2313
2025
Q4 		$10.6K Buy
+132
New +$10.5K ﹤0.01% 2198

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FG
Fairman Group Chesterbrook, Pennsylvania $127M AUM 6.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's VOTE Position: Q2 2026 in Review

AssetMark Inc increased its TCW Transform 500 ETF (VOTE) stake by 14% in Q2 2026, buying an estimated $1.62K and bringing the position to 151 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

AssetMark Inc first reported a position in VOTE in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • AssetMark Inc held 151 shares of TCW Transform 500 ETF worth $13.3K as of Q2 2026.
  • AssetMark Inc bought 19 TCW Transform 500 ETF shares in Q2 2026, an estimated $1.62K.
  • TCW Transform 500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2348 holding.
  • AssetMark Inc first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.