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

Elmwood 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
2025
Q2 		– Sell
-65,503
Closed -$1.36M – 130
2025
Q1 		$1.36M Buy
65,503
+3,312
+5% +$83.2K 0.56% 60
2024
Q4 		$1.46M Buy
62,191
+4,425
+8% +$109K 0.59% 60
2024
Q3 		$1.48M Buy
57,766
+16,412
+40% +$418K 0.61% 60
2024
Q2 		$971K Buy
41,354
+5,465
+15% +$138K 0.43% 77
2024
Q1 		$1.03M Buy
35,889
+26,677
+290% +$802K 0.44% 78
2023
Q4 		$302K Buy
+9,212
New +$250K 0.21% 93

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's ARKG Position: Q2 2025 in Review

Elmwood Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2025, closing a stake of 65,503 shares — an estimated $1.36M sold.

Elmwood Wealth Management first reported a position in ARKG in Q4 2023 and held it in 6 quarters. The position peaked at $1.48M in Q3 2024. 213 funds tracked by Wall St. Rank hold ARKG as of Q2 2025.

  • Elmwood Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q2 2025 after selling out during the quarter.
  • Elmwood Wealth Management sold 65,503 ARK Genomic Revolution ETF shares in Q2 2025, an estimated $1.36M.
  • Elmwood Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2023 and held it in 6 quarters.
  • Elmwood Wealth Management's ARK Genomic Revolution ETF position peaked at $1.48M in Q3 2024.
  • 213 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2025.

Based on Elmwood Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.