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 Q3	$159	Hold	50	–	–	﹤0.01%	3645
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc's XOS Position: Q3 2026 in Review

AssetMark Inc held its Xos (XOS) position steady in Q3 2026 at 50 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #3645.

AssetMark Inc first reported a position in XOS in Q1 2024 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold XOS as of Q3 2026.

AssetMark Inc held 50 shares of Xos worth $159 as of Q3 2026.
AssetMark Inc left its Xos share count unchanged in Q3 2026.
Xos made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3645 holding.
AssetMark Inc first reported a position in Xos in Q1 2024 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Xos as of Q3 2026.

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