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

Evermay 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 Q1	$397	Hold	15	–	–	﹤0.01%	576
2025 Q4	$435	Hold	15	–	–	﹤0.01%	547
2025 Q3	$417	Hold	15	–	–	﹤0.01%	526
2025 Q2	$366	Hold	15	–	–	﹤0.01%	541
2025 Q1	$312	Hold	15	–	–	﹤0.01%	554
2024 Q4	$354	Hold	15	–	–	﹤0.01%	545
2024 Q3	$384	Hold	15	–	–	﹤0.01%	571
2024 Q2	$353	Hold	15	–	–	﹤0.01%	581
2024 Q1	$432	Hold	15	–	–	﹤0.01%	578
2023 Q4	$493	Hold	15	–	–	﹤0.01%	562
2023 Q3	$418	Hold	15	–	–	﹤0.01%	537
2023 Q2	$512	Hold	15	–	–	﹤0.01%	526
2023 Q1	$452	Sell	15 -2	-12%	-$62	﹤0.01%	510
2022 Q4	$480	Buy	17 +2	+13%	+$63	﹤0.01%	526
2022 Q3	$0	Hold	15	–	–	﹤0.01%	512
2022 Q2	$0	Hold	15	–	–	﹤0.01%	511
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	495
2021 Q4	$1K	Buy	+15	New	+$1.04K	﹤0.01%	483

Other funds holding ARKG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evermay Wealth Management's ARKG Position: Q1 2026 in Review

Evermay Wealth Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2026 at 15 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Evermay Wealth Management first reported a position in ARKG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q1 2022. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

Evermay Wealth Management held 15 shares of ARK Genomic Revolution ETF worth $397 as of Q1 2026.
Evermay Wealth Management left its ARK Genomic Revolution ETF share count unchanged in Q1 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #576 holding.
Evermay Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2021 and has held it in 18 quarters since.
Evermay Wealth Management's ARK Genomic Revolution ETF position peaked at $1K in Q1 2022.
218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.