PWM
ARKG icon

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

Perigon 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 		$976K Buy
36,954
+2,164
+6% +$63.4K 0.02% 544
2025
Q4 		$1.01M Sell
34,790
-1,954
-5% -$58.6K 0.02% 543
2025
Q3 		$1.02M Sell
36,744
-1,051
-3% -$26.6K 0.02% 497
2025
Q2 		$920K Buy
37,795
+4,471
+13% +$98K 0.02% 493
2025
Q1 		$692K Sell
33,324
-4,712
-12% -$118K 0.02% 536
2024
Q4 		$922K Sell
38,036
-8,305
-18% -$204K 0.02% 464
2024
Q3 		$1.19M Sell
46,341
-3,903
-8% -$99.4K 0.03% 391
2024
Q2 		$1.18M Buy
50,244
+13,716
+38% +$346K 0.03% 336
2024
Q1 		$1.05M Buy
36,528
+6,945
+23% +$209K 0.03% 359
2023
Q4 		$971K Buy
29,583
+3,380
+13% +$91.9K 0.03% 344
2023
Q3 		$730K Buy
26,203
+6,864
+35% +$224K 0.03% 367
2023
Q2 		$659K Buy
19,339
+3,803
+24% +$120K 0.03% 390
2023
Q1 		$467K Buy
15,536
+1,608
+12% +$49.8K 0.03% 409
2022
Q4 		$393K Sell
13,928
-2,806
-17% -$89.1K 0.02% 448
2022
Q3 		$550K Sell
16,734
-210
-1% -$7.71K 0.05% 313
2022
Q2 		$534K Buy
16,944
+5,736
+51% +$201K 0.04% 319
2022
Q1 		$515K Sell
11,208
-249
-2% -$11.9K 0.04% 353
2021
Q4 		$702K Sell
11,457
-1,001
-8% -$69.2K 0.05% 274
2021
Q3 		$931K Buy
12,458
+779
+7% +$65.4K 0.08% 211
2021
Q2 		$1.08M Buy
11,679
+972
+9% +$82.6K 0.1% 185
2021
Q1 		$950K Sell
10,707
-73
-0.7% -$7.24K 0.1% 189
2020
Q4 		$1M Buy
10,780
+2,404
+29% +$192K 0.12% 145
2020
Q3 		$534K Buy
8,376
+811
+11% +$47.5K 0.07% 209
2020
Q2 		$395K Buy
7,565
+981
+15% +$42.1K 0.06% 222
2020
Q1 		$219K Buy
+6,584
New +$220K 0.04% 286
2018
Q2 		– Sell
-2,770
Closed -$71K – 256
2018
Q1 		$71K Hold
2,770
– – 0.03% 274
2017
Q4 		$68K Buy
+2,770
New +$70.1K 0.03% 252

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

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

Perigon Wealth Management increased its ARK Genomic Revolution ETF (ARKG) stake by 6.2% in Q1 2026, buying an estimated $63.4K and bringing the position to 36,954 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #544.

Perigon Wealth Management first reported a position in ARKG in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.19M in Q3 2024. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Perigon Wealth Management held 36,954 shares of ARK Genomic Revolution ETF worth $976K as of Q1 2026.
  • Perigon Wealth Management bought 2,164 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $63.4K.
  • ARK Genomic Revolution ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #544 holding.
  • Perigon Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2017 and has held it in 27 quarters since.
  • Perigon Wealth Management's ARK Genomic Revolution ETF position peaked at $1.19M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.