AssetMark Inc’s Xos XOS Stock Holding History

AssetMark Inc’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151	Buy	+50	New	+$122	﹤0.01%	3451
2024 Q2	–	Sell	-1	Closed	-$10	–	2253
2024 Q1	$10	Buy	+1	New	+$9	﹤0.01%	1910

Other funds holding XOS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc's XOS Position: Q2 2026 in Review

AssetMark Inc opened a new position in Xos (XOS) in Q2 2026: 50 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #3451 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in XOS as recently as Q1 2024.

AssetMark Inc first reported a position in XOS in Q1 2024 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold XOS as of Q2 2026.

AssetMark Inc held 50 shares of Xos worth $151 as of Q2 2026.
Xos was a new AssetMark Inc position in Q2 2026.
Xos made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3451 holding.
AssetMark Inc first reported a position in Xos in Q1 2024 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held Xos as of Q2 2026.

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