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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
2025
Q3 		– Sell
-48,218
Closed -$694K – 67
2025
Q2 		$694K Buy
+48,218
New +$1.06M 0.57% 22

Other funds holding ARKG

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Lauer Wealth's ARKG Position: Q2 2026 in Review

Lauer Wealth reduced its ARK Genomic Revolution ETF (ARKG) stake by 22% in Q2 2026, selling an estimated $159K and leaving 17,643 shares worth $724K. The position accounts for 0.43% of the portfolio, ranked #34.

Lauer Wealth first reported a position in ARKG in Q1 2025 and has held it in 5 quarters since. The position peaked at $730K in Q3 2025. 71 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Lauer Wealth held 17,643 shares of ARK Genomic Revolution ETF worth $724K as of Q2 2026.
  • Lauer Wealth sold 5,000 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $159K.
  • ARK Genomic Revolution ETF made up 0.43% of Lauer Wealth's portfolio in Q2 2026, its #34 holding.
  • Lauer Wealth first reported a position in ARK Genomic Revolution ETF in Q1 2025 and has held it in 5 quarters since.
  • Lauer Wealth's ARK Genomic Revolution ETF position peaked at $730K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.