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

Copia 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	$3.74K	Hold	89	–	–	﹤0.01%	420
2026 Q1	$2.35K	Sell	89 -26	-23%	-$761	﹤0.01%	424
2025 Q4	$3.33K	Sell	115 -1	-0.9%	-$30	﹤0.01%	404
2025 Q3	$3.22K	Buy	116 +2	+2%	+$51	﹤0.01%	385
2025 Q2	$2.78K	Hold	114	–	–	﹤0.01%	375
2025 Q1	$2.37K	Sell	114 -57	-33%	-$1.43K	﹤0.01%	375
2024 Q4	$4.03K	Buy	+171	New	+$4.21K	﹤0.01%	330

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

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

Copia Wealth Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 89 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Copia Wealth Management first reported a position in ARKG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.03K in Q4 2024. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Copia Wealth Management held 89 shares of ARK Genomic Revolution ETF worth $3.74K as of Q2 2026.
Copia Wealth Management left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #420 holding.
Copia Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's ARK Genomic Revolution ETF position peaked at $4.03K in Q4 2024.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.