GenWealth Group
ARTY icon

GenWealth Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

GenWealth Group’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Hold
3,790
– – 0.05% 68
2026
Q2 		$289K Buy
+3,790
New +$251K 0.05% 69

Other funds holding ARTY

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

GenWealth Group's ARTY Position: Q3 2026 in Review

GenWealth Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 3,790 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #68.

GenWealth Group first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • GenWealth Group held 3,790 shares of iShares Future AI & Tech ETF worth $297K as of Q3 2026.
  • GenWealth Group left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up 0.05% of GenWealth Group's portfolio in Q3 2026, its #68 holding.
  • GenWealth Group first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on GenWealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.