Lauer Wealth’s ARK Genomic Revolution ETF ARKG Stock Holding History

Lauer Wealth’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 Q3	$571K	Sell	11,593 -6,050	-34%	-$272K	0.36%	42
2026 Q2	$724K	Sell	17,643 -5,000	-22%	-$159K	0.43%	34
2026 Q1	$630K	Hold	22,643	–	–	0.5%	27
2025 Q4	$700K	Buy	22,643 +25	+0.1%	+$750	0.52%	26
2025 Q3	$730K	Buy	+22,618	New	+$572K	0.52%	26
2025 Q2	–	Sell	-27,218	Closed	-$596K	–	55
2025 Q1	$606K	Buy	+27,218	New	+$684K	0.47%	25

Other funds holding ARKG

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Lauer Wealth's ARKG Position: Q3 2026 in Review

Lauer Wealth reduced its ARK Genomic Revolution ETF (ARKG) stake by 34% in Q3 2026, selling an estimated $272K and leaving 11,593 shares worth $571K. The position accounts for 0.36% of the portfolio, ranked #42.

Lauer Wealth first reported a position in ARKG in Q1 2025 and has held it in 6 quarters since. The position peaked at $730K in Q3 2025. 79 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

Lauer Wealth held 11,593 shares of ARK Genomic Revolution ETF worth $571K as of Q3 2026.
Lauer Wealth sold 6,050 ARK Genomic Revolution ETF shares in Q3 2026, an estimated $272K.
ARK Genomic Revolution ETF made up 0.36% of Lauer Wealth's portfolio in Q3 2026, its #42 holding.
Lauer Wealth first reported a position in ARK Genomic Revolution ETF in Q1 2025 and has held it in 6 quarters since.
Lauer Wealth's ARK Genomic Revolution ETF position peaked at $730K in Q3 2025.
79 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.