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AE Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

AE Wealth Management’s Portfolio ARKG Stock Details ARKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.9K Buy
979
+575
+142% +$16.8K ﹤0.01% 2085
2025
Q4 		$11.7K Buy
404
+325
+411% +$9.76K ﹤0.01% 2116
2025
Q3 		$2.19K Hold
79
– – ﹤0.01% 2161
2025
Q2 		$1.92K Sell
79
-23
-23% -$504 ﹤0.01% 2048
2025
Q1 		$2.12K Buy
102
+25
+32% +$628 ﹤0.01% 2028
2024
Q4 		$1.81K Buy
+77
New +$1.9K ﹤0.01% 2005
2024
Q1 		– Sell
-17,271
Closed -$502K – 1191
2023
Q4 		$502K Sell
17,271
-776
-4% -$21.1K ﹤0.01% 1435
2023
Q3 		$503K Sell
18,047
-403
-2% -$13.2K ﹤0.01% 1380
2023
Q2 		$629K Sell
18,450
-2,905
-14% -$91.3K ﹤0.01% 1270
2023
Q1 		$642K Buy
21,355
+2,653
+14% +$82.2K ﹤0.01% 1233
2022
Q4 		$528K Sell
18,702
-4,158
-18% -$132K ﹤0.01% 1290
2022
Q3 		$751K Buy
22,860
+284
+1% +$10.4K 0.01% 1060
2022
Q2 		$711K Sell
22,576
-3,800
-14% -$133K 0.01% 1018
2022
Q1 		$1.21M Sell
26,376
-36,422
-58% -$1.74M 0.01% 858
2021
Q4 		$3.85M Sell
62,798
-15,691
-20% -$1.08M 0.03% 493
2021
Q3 		$5.87M Sell
78,489
-15,467
-16% -$1.3M 0.05% 343
2021
Q2 		$8.69M Sell
93,956
-17,216
-15% -$1.46M 0.08% 244
2021
Q1 		$9.86M Sell
111,172
-73,888
-40% -$7.33M 0.1% 207
2020
Q4 		$17.3M Buy
185,060
+16,551
+10% +$1.32M 0.2% 122
2020
Q3 		$10.7M Sell
168,509
-33,687
-17% -$1.97M 0.15% 135
2020
Q2 		$10.5M Buy
+202,196
New +$8.67M 0.16% 136

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's ARKG Position: Q1 2026 in Review

AE Wealth Management increased its ARK Genomic Revolution ETF (ARKG) stake by 142% in Q1 2026, buying an estimated $16.8K and bringing the position to 979 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

AE Wealth Management first reported a position in ARKG in Q2 2020 and has held it in 21 quarters since. The position peaked at $17.3M in Q4 2020. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • AE Wealth Management held 979 shares of ARK Genomic Revolution ETF worth $25.9K as of Q1 2026.
  • AE Wealth Management bought 575 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $16.8K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2085 holding.
  • AE Wealth Management first reported a position in ARK Genomic Revolution ETF in Q2 2020 and has held it in 21 quarters since.
  • AE Wealth Management's ARK Genomic Revolution ETF position peaked at $17.3M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.