Moran Wealth Management
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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
Q3 		$3.36M Buy
62,009
+3,794
+7% +$171K 0.09% 255
2026
Q2 		$2.45M Buy
58,215
+9,011
+18% +$287K 0.07% 296
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 $1.84T AUM 33.86% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Florin Court Capital
Florin Court Capital London, United Kingdom $97M AUM 40.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Moran Wealth Management's ARKG Position: Q3 2026 in Review

Moran Wealth Management increased its ARK Genomic Revolution ETF (ARKG) stake by 6.5% in Q3 2026, buying an estimated $171K and bringing the position to 62,009 shares worth $3.36M. The position accounts for 0.09% of the portfolio, ranked #255.

Moran Wealth Management first reported a position in ARKG in Q2 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

  • Moran Wealth Management held 62,009 shares of ARK Genomic Revolution ETF worth $3.36M as of Q3 2026.
  • Moran Wealth Management bought 3,794 ARK Genomic Revolution ETF shares in Q3 2026, an estimated $171K.
  • ARK Genomic Revolution ETF made up 0.09% of Moran Wealth Management's portfolio in Q3 2026, its #255 holding.
  • Moran Wealth Management first reported a position in ARK Genomic Revolution ETF in Q2 2025 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.