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 Q2	$995K	Buy	23,652 +852	+4%	+$27.1K	0.82%	13
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 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

ClientFirst Wealth Management's ARKG Position: Q2 2026 in Review

ClientFirst Wealth Management increased its ARK Genomic Revolution ETF (ARKG) stake by 3.7% in Q2 2026, buying an estimated $27.1K and bringing the position to 23,652 shares worth $995K. The position accounts for 0.82% of the portfolio, ranked #13.

ClientFirst Wealth Management first reported a position in ARKG in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

ClientFirst Wealth Management held 23,652 shares of ARK Genomic Revolution ETF worth $995K as of Q2 2026.
ClientFirst Wealth Management bought 852 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $27.1K.
ARK Genomic Revolution ETF made up 0.82% of ClientFirst Wealth Management's portfolio in Q2 2026, its #13 holding.
ClientFirst Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2024 and has held it in 7 quarters since.
272 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.