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Geneos Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Geneos Wealth Management’s Portfolio ARKQ Stock Details ARKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Buy
2,533
+1,766
+230% +$217K 0.01% 851
2025
Q4 		$87.9K Hold
767
– – ﹤0.01% 1188
2025
Q3 		$85.6K Hold
767
– – ﹤0.01% 1173
2025
Q2 		$68.4K Buy
767
+407
+113% +$30.6K ﹤0.01% 1420
2025
Q1 		$23.9K Buy
360
+240
+200% +$18.3K ﹤0.01% 2248
2024
Q4 		$9.27K Hold
120
– – ﹤0.01% 2074
2024
Q3 		$7.31K Hold
120
– – ﹤0.01% 1942
2024
Q2 		$6.61K Sell
120
-5
-4% -$270 ﹤0.01% 1650
2024
Q1 		$6.84K Buy
125
+5
+4% +$271 ﹤0.01% 1644
2023
Q4 		$6.92K Hold
120
– – ﹤0.01% 1641
2023
Q3 		$6.29K Hold
120
– – ﹤0.01% 1677
2023
Q2 		$6.76K Hold
120
– – ﹤0.01% 1666
2023
Q1 		$6.04K Sell
120
-4
-3% -$190 ﹤0.01% 1688
2022
Q4 		$5.08K Sell
124
-9,064
-99% -$399K ﹤0.01% 1699
2022
Q3 		$414K Sell
9,188
-543
-6% -$28.7K 0.03% 432
2022
Q2 		$488K Sell
9,731
-69
-0.7% -$3.87K 0.02% 503
2022
Q1 		$663K Sell
9,800
-2,621
-21% -$174K 0.03% 470
2021
Q4 		$956K Sell
12,421
-2,779
-18% -$227K 0.04% 406
2021
Q3 		$1.19M Buy
15,200
+916
+6% +$74.9K 0.05% 333
2021
Q2 		$1.21M Buy
14,284
+4,517
+46% +$371K 0.05% 316
2021
Q1 		$816K Buy
9,767
+579
+6% +$50.9K 0.02% 487
2020
Q4 		$744K Buy
9,188
+7,172
+356% +$474K 0.03% 438
2020
Q3 		$111K Buy
2,016
+213
+12% +$11.7K 0.01% 903
2020
Q2 		$81K Hold
1,803
– – ﹤0.01% 1013
2020
Q1 		$58K Sell
1,803
-800
-31% -$30K ﹤0.01% 1054
2019
Q4 		$97K Hold
2,603
– – 0.01% 959
2019
Q3 		$81K Hold
2,603
– – ﹤0.01% 969
2019
Q2 		$87K Hold
2,603
– – 0.01% 955
2019
Q1 		$88K Sell
2,603
-1,329
-34% -$44.1K 0.01% 908
2018
Q4 		$115K Buy
3,932
+30
+0.8% +$975 0.01% 793
2018
Q3 		$140K Hold
3,902
– – 0.01% 775
2018
Q2 		$135K Buy
3,902
+861
+28% +$29.4K 0.01% 688
2018
Q1 		$99K Buy
3,041
+1,491
+96% +$52.3K 0.01% 754
2017
Q4 		$51K Buy
1,550
+1,000
+182% +$33.3K ﹤0.01% 988
2017
Q3 		$17K Buy
550
+350
+175% +$10.4K ﹤0.01% 1380
2017
Q2 		$5K Hold
200
– – ﹤0.01% 1704
2017
Q1 		$4K Hold
200
– – ﹤0.01% 1716
2016
Q4 		$4K Hold
200
– – ﹤0.01% 1673
2016
Q3 		$4K Buy
+200
New +$4.19K ﹤0.01% 1610

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneos Wealth Management's ARKQ Position: Q1 2026 in Review

Geneos Wealth Management increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 230% in Q1 2026, buying an estimated $217K and bringing the position to 2,533 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #851.

Geneos Wealth Management first reported a position in ARKQ in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.21M in Q2 2021. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Geneos Wealth Management held 2,533 shares of ARK Autonomous Technology & Robotics ETF worth $285K as of Q1 2026.
  • Geneos Wealth Management bought 1,766 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $217K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #851 holding.
  • Geneos Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2016 and has held it in 39 quarters since.
  • Geneos Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $1.21M in Q2 2021.
  • 263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.