Carson Wealth (CWM LLC)
ARKG icon

Carson Wealth (CWM LLC)’s ARK Genomic Revolution ETF ARKG Stock Holding History

Carson Wealth (CWM LLC)’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 		$926K Sell
35,059
-282
-0.8% -$8.26K ﹤0.01% 1587
2025
Q4 		$1.02M Sell
35,341
-2,192
-6% -$65.8K ﹤0.01% 1485
2025
Q3 		$1.04M Sell
37,533
-144
-0.4% -$3.64K ﹤0.01% 1379
2025
Q2 		$917K Sell
37,677
-462
-1% -$10.1K ﹤0.01% 1281
2025
Q1 		$792K Buy
38,139
+3,777
+11% +$94.9K ﹤0.01% 1265
2024
Q4 		$809K Sell
34,362
-3,172
-8% -$78.1K ﹤0.01% 1189
2024
Q3 		$961K Sell
37,534
-10,726
-22% -$273K ﹤0.01% 1056
2024
Q2 		$1.13M Buy
48,260
+3,432
+8% +$86.6K 0.01% 830
2024
Q1 		$1.29M Buy
44,828
+390
+0.9% +$11.7K 0.01% 755
2023
Q4 		$1.46M Sell
44,438
-369
-0.8% -$10K 0.01% 663
2023
Q3 		$1.25M Buy
44,807
+8,033
+22% +$263K 0.01% 663
2023
Q2 		$1.25M Buy
36,774
+8,045
+28% +$253K 0.01% 629
2023
Q1 		$864K Buy
28,729
+5,514
+24% +$171K 0.01% 700
2022
Q4 		$655K Buy
23,215
+3,685
+19% +$117K ﹤0.01% 722
2022
Q3 		$642K Sell
19,530
-3,074
-14% -$113K 0.01% 680
2022
Q2 		$712K Sell
22,604
-6,778
-23% -$237K 0.01% 653
2022
Q1 		$1.35M Sell
29,382
-6,668
-18% -$318K 0.01% 492
2021
Q4 		$2.21M Buy
+36,050
New +$2.49M 0.02% 412
2021
Q2 		$3.26M Hold
35,248
– – 0.03% 339
2021
Q1 		$3.26M Hold
35,248
– – 0.03% 339
2020
Q4 		$3.26M Hold
35,248
– – 0.03% 339
2020
Q3 		$3.26M Hold
35,248
– – 0.03% 339
2020
Q2 		$3.26M Hold
35,248
– – 0.03% 339
2020
Q1 		$3.26M Hold
35,248
– – 0.03% 339
2019
Q4 		$3.26M Hold
35,248
– – 0.03% 339
2019
Q3 		$3.26M Hold
35,248
– – 0.03% 339
2019
Q2 		$3.26M Hold
35,248
– – 0.03% 339
2019
Q1 		$3.26M Buy
+35,248
New +$1.04M 0.03% 339

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARKG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ARK Genomic Revolution ETF (ARKG) stake by 0.8% in Q1 2026, selling an estimated $8.26K and leaving 35,059 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Carson Wealth (CWM LLC) first reported a position in ARKG in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.26M in Q2 2021. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,059 shares of ARK Genomic Revolution ETF worth $926K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 282 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $8.26K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1587 holding.
  • Carson Wealth (CWM LLC) first reported a position in ARK Genomic Revolution ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s ARK Genomic Revolution ETF position peaked at $3.26M in Q2 2021.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.