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 Q2	$348K	Sell	8,267 -4,907	-37%	-$156K	0.11%	173
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 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

Medallion Wealth Advisors's ARKG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its ARK Genomic Revolution ETF (ARKG) stake by 37% in Q2 2026, selling an estimated $156K and leaving 8,267 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #173.

Medallion Wealth Advisors first reported a position in ARKG in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 272 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Medallion Wealth Advisors held 8,267 shares of ARK Genomic Revolution ETF worth $348K as of Q2 2026.
Medallion Wealth Advisors sold 4,907 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $156K.
ARK Genomic Revolution ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Medallion Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ARK Genomic Revolution ETF position peaked at $401K in Q3 2025.
272 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.