Geneos Wealth Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Geneos Wealth Management’s Portfolio ARKX Stock Details ARKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.5K	Buy	660 +149	+29%	+$5.01K	﹤0.01%	1759
2026 Q1	$15K	Hold	511	–	–	﹤0.01%	1873
2025 Q4	$14.8K	Buy	+511	New	+$14.9K	﹤0.01%	1840
2022 Q1	–	Sell	-3,062	Closed	-$57K	–	2752
2021 Q4	$57K	Sell	3,062 -2,316	-43%	-$45.7K	﹤0.01%	1416
2021 Q3	$105K	Buy	5,378 +100	+2%	+$2.05K	﹤0.01%	1155
2021 Q2	$110K	Buy	5,278 +511	+11%	+$10.5K	﹤0.01%	1126
2021 Q1	$98K	Buy	+4,767	New	+$97.4K	﹤0.01%	1319

Other funds holding ARKX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Geneos Wealth Management's ARKX Position: Q2 2026 in Review

Geneos Wealth Management increased its ARK Space & Defense Innovation ETF (ARKX) stake by 29% in Q2 2026, buying an estimated $5.01K and bringing the position to 660 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Geneos Wealth Management first reported a position in ARKX in Q1 2021 and has held it in 7 quarters since. The position peaked at $110K in Q2 2021. 170 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

Geneos Wealth Management held 660 shares of ARK Space & Defense Innovation ETF worth $22.5K as of Q2 2026.
Geneos Wealth Management bought 149 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $5.01K.
ARK Space & Defense Innovation ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1759 holding.
Geneos Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q1 2021 and has held it in 7 quarters since.
Geneos Wealth Management's ARK Space & Defense Innovation ETF position peaked at $110K in Q2 2021.
170 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.