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Moran Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Moran Wealth Management’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 		$1.3M Buy
49,204
+21,811
+80% +$639K 0.04% 341
2025
Q4 		$794K Buy
27,393
+4,747
+21% +$142K 0.02% 370
2025
Q3 		$629K Buy
22,646
+9,855
+77% +$249K 0.02% 382
2025
Q2 		$311K Buy
+12,791
New +$280K 0.01% 451

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

Moran Wealth Management's ARKG Position: Q1 2026 in Review

Moran Wealth Management increased its ARK Genomic Revolution ETF (ARKG) stake by 80% in Q1 2026, buying an estimated $639K and bringing the position to 49,204 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #341.

Moran Wealth Management first reported a position in ARKG in Q2 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Moran Wealth Management held 49,204 shares of ARK Genomic Revolution ETF worth $1.3M as of Q1 2026.
  • Moran Wealth Management bought 21,811 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $639K.
  • ARK Genomic Revolution ETF made up 0.04% of Moran Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Moran Wealth Management first reported a position in ARK Genomic Revolution ETF in Q2 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.