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

ClientFirst 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 		$602K Hold
22,800
– – 0.51% 23
2025
Q4 		$661K Buy
22,800
+7,750
+51% +$233K 0.53% 19
2025
Q3 		$418K Buy
15,050
+225
+2% +$5.68K 0.33% 30
2025
Q2 		$361K Sell
14,825
-5,595
-27% -$123K 0.37% 29
2025
Q1 		$424K Buy
20,420
+10,750
+111% +$270K 0.48% 22
2024
Q4 		$228K Buy
+9,670
New +$238K 0.23% 43

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

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

ClientFirst Wealth Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2026 at 22,800 shares worth $602K. The position accounts for 0.51% of the portfolio, ranked #23.

ClientFirst Wealth Management first reported a position in ARKG in Q4 2024 and has held it in 6 quarters since. The position peaked at $661K in Q4 2025. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • ClientFirst Wealth Management held 22,800 shares of ARK Genomic Revolution ETF worth $602K as of Q1 2026.
  • ClientFirst Wealth Management left its ARK Genomic Revolution ETF share count unchanged in Q1 2026.
  • ARK Genomic Revolution ETF made up 0.51% of ClientFirst Wealth Management's portfolio in Q1 2026, its #23 holding.
  • ClientFirst Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2024 and has held it in 6 quarters since.
  • ClientFirst Wealth Management's ARK Genomic Revolution ETF position peaked at $661K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.