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Barnes Pettey Financial Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Barnes Pettey Financial Advisors’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
Q2 		$218K Buy
+5,187
New +$165K 0.07% 165
2024
Q4 		– Sell
-14,170
Closed -$363K – 101
2024
Q3 		$363K Sell
14,170
-1,209
-8% -$30.8K 0.29% 61
2024
Q2 		$361K Sell
15,379
-7,387
-32% -$186K 0.31% 57
2024
Q1 		$655K Sell
22,766
-1,633
-7% -$49.1K 0.57% 36
2023
Q4 		$801K Sell
24,399
-9,974
-29% -$271K 0.65% 34
2023
Q3 		$958K Sell
34,373
-1,086
-3% -$35.5K 0.88% 26
2023
Q2 		$1.21M Buy
35,459
+519
+1% +$16.3K 1.05% 24
2023
Q1 		$1.05M Buy
34,940
+409
+1% +$12.7K 1% 24
2022
Q4 		$975K Sell
34,531
-6,313
-15% -$200K 1.01% 25
2022
Q3 		$1.34M Buy
40,844
+3,183
+8% +$117K 1.83% 14
2022
Q2 		$1.19M Sell
37,661
-13,831
-27% -$484K 1.53% 17
2022
Q1 		$2.37M Sell
51,492
-3,786
-7% -$180K 2.86% 7
2021
Q4 		$3.38M Buy
+55,278
New +$3.82M 3.89% 4

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barnes Pettey Financial Advisors's ARKG Position: Q2 2026 in Review

Barnes Pettey Financial Advisors opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 5,187 shares worth $218K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Barnes Pettey Financial Advisors previously reported a position in ARKG as recently as Q3 2024.

Barnes Pettey Financial Advisors first reported a position in ARKG in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.38M in Q4 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Barnes Pettey Financial Advisors held 5,187 shares of ARK Genomic Revolution ETF worth $218K as of Q2 2026.
  • ARK Genomic Revolution ETF was a new Barnes Pettey Financial Advisors position in Q2 2026.
  • ARK Genomic Revolution ETF made up 0.07% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Barnes Pettey Financial Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2021 and has held it in 13 quarters since.
  • Barnes Pettey Financial Advisors's ARK Genomic Revolution ETF position peaked at $3.38M in Q4 2021.
  • 271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.