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

MorganRosel 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
2025
Q3 		– Sell
-120
Closed -$2.92K – 122
2025
Q2 		$2.92K Hold
120
– – ﹤0.01% 312
2025
Q1 		$2.49K Buy
+120
New +$3.02K ﹤0.01% 306

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MorganRosel Wealth Management's ARKG Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2025, closing a stake of 120 shares — an estimated $2.92K sold.

MorganRosel Wealth Management first reported a position in ARKG in Q1 2025 and held it in 2 quarters. The position peaked at $2.92K in Q2 2025. 231 funds tracked by Wall St. Rank hold ARKG as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 120 ARK Genomic Revolution ETF shares in Q3 2025, an estimated $2.92K.
  • MorganRosel Wealth Management first reported a position in ARK Genomic Revolution ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's ARK Genomic Revolution ETF position peaked at $2.92K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.