Global Retirement Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

Global Retirement Partners’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 Q2	$14.6K	Buy	+348	New	+$11.1K	﹤0.01%	3225
2025 Q4	$10.1K	Sell	348 -147	-30%	-$4.41K	﹤0.01%	3150
2025 Q3	$13.7K	Hold	495	–	–	﹤0.01%	2560
2025 Q2	$12.1K	Buy	+495	New	+$10.8K	﹤0.01%	2517
2024 Q4	$17.1K	Buy	726 +257	+55%	+$6.33K	﹤0.01%	2174
2024 Q3	$12K	Hold	469	–	–	﹤0.01%	2215
2024 Q2	$11K	Hold	469	–	–	﹤0.01%	2281
2024 Q1	$13.5K	Sell	469 -111	-19%	-$3.34K	﹤0.01%	1981
2023 Q4	$17.3K	Hold	580	–	–	﹤0.01%	1829
2023 Q3	$15.2K	Sell	580 -10	-2%	-$327	﹤0.01%	1770
2023 Q2	$20.1K	Sell	590 -1,000	-63%	-$31.4K	﹤0.01%	1665
2023 Q1	$45.9K	Hold	1,590	–	–	﹤0.01%	1281
2022 Q4	$44.9K	Buy	1,590 +111	+8%	+$3.52K	﹤0.01%	1136
2022 Q3	$50K	Sell	1,479 -1	-0.1%	-$37	﹤0.01%	1008
2022 Q2	$47K	Hold	1,480	–	–	﹤0.01%	1015
2022 Q1	$46K	Buy	+1,480	New	+$70.6K	﹤0.01%	1016
2021 Q4	–	Sell	-1,570	Closed	-$117K	–	336
2021 Q3	$117K	Sell	1,570 -340	-18%	-$28.5K	0.01%	602
2021 Q2	$177K	Sell	1,910 -925	-33%	-$78.6K	0.02%	487
2021 Q1	$252K	Buy	+2,835	New	+$281K	0.03%	378

Other funds holding ARKG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Global Retirement Partners's ARKG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 348 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #3225 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ARKG as recently as Q4 2025.

Global Retirement Partners first reported a position in ARKG in Q1 2021 and has held it in 19 quarters since. The position peaked at $252K in Q1 2021. 274 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Global Retirement Partners held 348 shares of ARK Genomic Revolution ETF worth $14.6K as of Q2 2026.
ARK Genomic Revolution ETF was a new Global Retirement Partners position in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3225 holding.
Global Retirement Partners first reported a position in ARK Genomic Revolution ETF in Q1 2021 and has held it in 19 quarters since.
Global Retirement Partners's ARK Genomic Revolution ETF position peaked at $252K in Q1 2021.
274 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.