Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AGL holding history

agilon health, inc. in every 13F filed by Assetmark, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGL overview All 13F holders of AGL Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of AGL by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−371−100.0%	Sold out	Holders
Q2 2025	371	$853	<0.1%	−503−57.6%	Reduced	Holders
Q1 2025	874	$3.78K	<0.1%	+874	New	Holders
Q4 2022	0	$0	0.0%	−73−100.0%	Sold out	Holders
Q3 2022	73	$2.00K	<0.1%	+73	New	Holders