Golden State Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Golden State Wealth Management’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	$631	Hold	15	–	–	﹤0.01%	1525
2026 Q1	$396	Sell	15 -59	-80%	-$1.73K	﹤0.01%	1526
2025 Q4	$2.14K	Hold	74	–	–	﹤0.01%	1381
2025 Q3	$2.06K	Hold	74	–	–	﹤0.01%	1393
2025 Q2	$1.8K	Buy	74 +59	+393%	+$1.29K	﹤0.01%	1370
2025 Q1	$311	Hold	15	–	–	﹤0.01%	1532
2024 Q4	$353	Buy	+15	New	+$369	﹤0.01%	1447
2019 Q3	–	Sell	-450	Closed	-$15K	–	1070
2019 Q2	$15K	Sell	450 -250	-36%	-$8.01K	﹤0.01%	662
2019 Q1	$23K	Buy	+700	New	+$20.7K	0.01%	587

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

Golden State Wealth Management's ARKG Position: Q2 2026 in Review

Golden State Wealth Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 15 shares worth $631. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Golden State Wealth Management first reported a position in ARKG in Q1 2019 and has held it in 9 quarters since. The position peaked at $23K in Q1 2019. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Golden State Wealth Management held 15 shares of ARK Genomic Revolution ETF worth $631 as of Q2 2026.
Golden State Wealth Management left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1525 holding.
Golden State Wealth Management first reported a position in ARK Genomic Revolution ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's ARK Genomic Revolution ETF position peaked at $23K in Q1 2019.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.