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Medallion Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Medallion Wealth Advisors’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
Q1 		$348K Sell
13,174
-23
-0.2% -$674 0.11% 172
2025
Q4 		$382K Sell
13,197
-1,251
-9% -$37.5K 0.13% 153
2025
Q3 		$401K Sell
14,448
-576
-4% -$14.6K 0.14% 147
2025
Q2 		$364K Sell
15,024
-2,740
-15% -$60K 0.14% 147
2025
Q1 		$363K Buy
17,764
+853
+5% +$21.4K 0.17% 133
2024
Q4 		$376K Buy
+16,911
New +$416K 0.19% 118

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's ARKG Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its ARK Genomic Revolution ETF (ARKG) stake by 0.17% in Q1 2026, selling an estimated $674 and leaving 13,174 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #172.

Medallion Wealth Advisors first reported a position in ARKG in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q3 2025. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Medallion Wealth Advisors held 13,174 shares of ARK Genomic Revolution ETF worth $348K as of Q1 2026.
  • Medallion Wealth Advisors sold 23 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $674.
  • ARK Genomic Revolution ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • Medallion Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's ARK Genomic Revolution ETF position peaked at $401K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.