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Osbon Capital Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Osbon Capital 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 		$20.5K Hold
776
– – 0.02% 232
2025
Q4 		$22.5K Buy
+776
New +$23.3K 0.02% 178

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

Osbon Capital Management's ARKG Position: Q1 2026 in Review

Osbon Capital Management held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2026 at 776 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #232.

Osbon Capital Management first reported a position in ARKG in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.5K in Q4 2025. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Osbon Capital Management held 776 shares of ARK Genomic Revolution ETF worth $20.5K as of Q1 2026.
  • Osbon Capital Management left its ARK Genomic Revolution ETF share count unchanged in Q1 2026.
  • ARK Genomic Revolution ETF made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #232 holding.
  • Osbon Capital Management first reported a position in ARK Genomic Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's ARK Genomic Revolution ETF position peaked at $22.5K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.