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CrossGen Wealth’s ARK Innovation ETF ARKK Stock Holding History

CrossGen Wealth’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96K Hold
49
– – ﹤0.01% 179
2026
Q1 		$3.31K Sell
49
-196
-80% -$14.5K ﹤0.01% 167
2025
Q4 		$18.8K Buy
+245
New +$20.3K 0.02% 126

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CrossGen Wealth's ARKK Position: Q2 2026 in Review

CrossGen Wealth held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 49 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

CrossGen Wealth first reported a position in ARKK in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.8K in Q4 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • CrossGen Wealth held 49 shares of ARK Innovation ETF worth $3.96K as of Q2 2026.
  • CrossGen Wealth left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #179 holding.
  • CrossGen Wealth first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's ARK Innovation ETF position peaked at $18.8K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.