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GeoWealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

GeoWealth Management’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,321
Closed -$1.8M – 773
2025
Q3 		$1.8M Buy
+10,321
New +$1.64M 0.07% 182

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

GeoWealth Management's ARKW Position: Q4 2025 in Review

GeoWealth Management sold out of ARK Web x.0 ETF (ARKW) in Q4 2025, closing a stake of 10,321 shares — an estimated $1.8M sold.

GeoWealth Management first reported a position in ARKW in Q3 2025 and held it in 1 quarter. The position peaked at $1.8M in Q3 2025. 242 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • GeoWealth Management reported no remaining ARK Web x.0 ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 10,321 ARK Web x.0 ETF shares in Q4 2025, an estimated $1.8M.
  • GeoWealth Management first reported a position in ARK Web x.0 ETF in Q3 2025 and held it in 1 quarter.
  • GeoWealth Management's ARK Web x.0 ETF position peaked at $1.8M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.