Eagle Wealth Strategies’s ARK Genomic Revolution ETF ARKG Stock Holding History

Eagle Wealth Strategies’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	$251K	Buy	+5,964	New	+$190K	0.1%	96
2024 Q4	–	Sell	-10,592	Closed	-$271K	–	106
2024 Q3	$271K	Sell	10,592 -3,530	-25%	-$89.9K	0.2%	85
2024 Q2	$332K	Buy	14,122 +1,676	+13%	+$42.3K	0.27%	59
2024 Q1	$353K	Buy	12,446 +1,830	+17%	+$55K	0.29%	59
2023 Q4	$348K	Buy	+10,616	New	+$289K	0.21%	59

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

Eagle Wealth Strategies's ARKG Position: Q2 2026 in Review

Eagle Wealth Strategies opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 5,964 shares worth $251K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings. This is a return to the name: Eagle Wealth Strategies previously reported a position in ARKG as recently as Q3 2024.

Eagle Wealth Strategies first reported a position in ARKG in Q4 2023 and has held it in 5 quarters since. The position peaked at $353K in Q1 2024. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Eagle Wealth Strategies held 5,964 shares of ARK Genomic Revolution ETF worth $251K as of Q2 2026.
ARK Genomic Revolution ETF was a new Eagle Wealth Strategies position in Q2 2026.
ARK Genomic Revolution ETF made up 0.1% of Eagle Wealth Strategies's portfolio in Q2 2026, its #96 holding.
Eagle Wealth Strategies first reported a position in ARK Genomic Revolution ETF in Q4 2023 and has held it in 5 quarters since.
Eagle Wealth Strategies's ARK Genomic Revolution ETF position peaked at $353K in Q1 2024.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.