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Cassaday & Co Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Cassaday & Co 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 		$21K Hold
500
– – ﹤0.01% 766
2026
Q1 		$13.2K Buy
+500
New +$14.6K ﹤0.01% 844

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

Cassaday & Co Wealth Management's ARKG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 500 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Cassaday & Co Wealth Management first reported a position in ARKG in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Cassaday & Co Wealth Management held 500 shares of ARK Genomic Revolution ETF worth $21K as of Q2 2026.
  • Cassaday & Co Wealth Management left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #766 holding.
  • Cassaday & Co Wealth Management first reported a position in ARK Genomic Revolution ETF in Q1 2026 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.