Mather Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Mather Group’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	$41.7K	Hold	770	–	–	﹤0.01%	1217
2026 Q2	$32.4K	Hold	770	–	–	﹤0.01%	1216
2026 Q1	$20.3K	Buy	+770	New	+$22.5K	﹤0.01%	1273
2025 Q4	–	Sell	-767	Closed	-$21.3K	–	700
2025 Q3	$21.3K	Buy	+767	New	+$19.4K	﹤0.01%	1107
2025 Q2	–	Sell	-767	Closed	-$15.9K	–	671
2025 Q1	$15.9K	Hold	767	–	–	﹤0.01%	1142
2024 Q4	$18.1K	Hold	767	–	–	﹤0.01%	1109
2024 Q3	$19.6K	Sell	767 -57	-7%	-$1.45K	﹤0.01%	1067
2024 Q2	$23.7K	Buy	824 +57	+7%	+$1.44K	﹤0.01%	1227
2024 Q1	$25.2K	Buy	+767	New	+$23.1K	﹤0.01%	1011

Other funds holding ARKG

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Mather Group's ARKG Position: Q3 2026 in Review

Mather Group held its ARK Genomic Revolution ETF (ARKG) position steady in Q3 2026 at 770 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Mather Group first reported a position in ARKG in Q1 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

Mather Group held 770 shares of ARK Genomic Revolution ETF worth $41.7K as of Q3 2026.
Mather Group left its ARK Genomic Revolution ETF share count unchanged in Q3 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1217 holding.
Mather Group first reported a position in ARK Genomic Revolution ETF in Q1 2024 and has held it in 9 quarters since.
68 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.