Blue Bell Private Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Blue Bell Private 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 Q2	$1.44K	Hold	34	–	–	﹤0.01%	676
2026 Q1	$902	Hold	34	–	–	﹤0.01%	685
2025 Q4	$989	Sell	34 -5	-13%	-$150	﹤0.01%	678
2025 Q3	$1.09K	Sell	39 -90	-70%	-$2.27K	﹤0.01%	674
2025 Q2	$3.14K	Sell	129 -27	-17%	-$592	﹤0.01%	610
2025 Q1	$3.24K	Hold	156	–	–	﹤0.01%	604
2024 Q4	$3.68K	Hold	156	–	–	﹤0.01%	569
2024 Q3	$4K	Hold	156	–	–	﹤0.01%	587
2024 Q2	$3.67K	Buy	156 +40	+34%	+$1.01K	﹤0.01%	596
2024 Q1	$3.34K	Hold	116	–	–	﹤0.01%	605
2023 Q4	$3.81K	Hold	116	–	–	﹤0.01%	582
2023 Q3	$3.23K	Hold	116	–	–	﹤0.01%	538
2023 Q2	$3.96K	Sell	116 -75	-39%	-$2.36K	﹤0.01%	527
2023 Q1	$5.75K	Hold	191	–	–	﹤0.01%	447
2022 Q4	$5.4K	Sell	191 -1	-0.5%	-$32	﹤0.01%	452
2022 Q3	$6K	Hold	192	–	–	﹤0.01%	432
2022 Q2	$6K	Hold	192	–	–	﹤0.01%	465
2022 Q1	$9K	Sell	192 -25	-12%	-$1.19K	﹤0.01%	423
2021 Q4	$13K	Sell	217 -85	-28%	-$5.88K	﹤0.01%	356
2021 Q3	$22K	Hold	302	–	–	0.01%	127
2021 Q2	$28K	Buy	+302	New	+$25.7K	0.01%	126

Other funds holding ARKG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management's ARKG Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 34 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Blue Bell Private Wealth Management first reported a position in ARKG in Q2 2021 and has held it in 21 quarters since. The position peaked at $28K in Q2 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Blue Bell Private Wealth Management held 34 shares of ARK Genomic Revolution ETF worth $1.44K as of Q2 2026.
Blue Bell Private Wealth Management left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #676 holding.
Blue Bell Private Wealth Management first reported a position in ARK Genomic Revolution ETF in Q2 2021 and has held it in 21 quarters since.
Blue Bell Private Wealth Management's ARK Genomic Revolution ETF position peaked at $28K in Q2 2021.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.