Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

BEAM holding history

Beam Therapeutics 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of BEAM by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−8−100.0%	Sold out	Holders
Q1 2024	8	$264	<0.1%	+2+33.3%	Added	Holders
Q4 2023	6	$163	<0.1%	+6	New	Holders