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SkyOak Wealth’s ARK Genomic Revolution ETF ARKG Stock Holding History

SkyOak Wealth’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
Q2 		$213K Buy
+5,068
New +$161K 0.03% 234
2024
Q2 		– Sell
-8,029
Closed -$231K – 249
2024
Q1 		$231K Buy
8,029
+1,000
+14% +$30.1K 0.06% 216
2023
Q4 		$231K Sell
7,029
-3,500
-33% -$95.2K 0.06% 213
2023
Q3 		$293K Sell
10,529
-332
-3% -$10.9K 0.09% 170
2023
Q2 		$370K Sell
10,861
-2,000
-16% -$62.9K 0.1% 145
2023
Q1 		$387K Sell
12,861
-204
-2% -$6.32K 0.12% 138
2022
Q4 		$369K Hold
13,065
– – 0.12% 136
2022
Q3 		$429K Sell
13,065
-5,150
-28% -$189K 0.15% 117
2022
Q2 		$574K Buy
18,215
+10
+0.1% +$350 0.2% 100
2022
Q1 		$836K Buy
18,205
+1,000
+6% +$47.7K 0.23% 95
2021
Q4 		$1.05M Buy
17,205
+1,000
+6% +$69.1K 0.27% 87
2021
Q3 		$1.21M Hold
16,205
– – 0.33% 73
2021
Q2 		$1.5M Sell
16,205
-175
-1% -$14.9K 0.4% 65
2021
Q1 		$1.5M Buy
16,380
+1,751
+12% +$174K 0.42% 65
2020
Q4 		$1.36M Hold
14,629
– – 0.42% 67
2020
Q3 		$932K Sell
14,629
-81
-0.6% -$4.75K 0.34% 76
2020
Q2 		$767K Buy
14,710
+4,650
+46% +$199K 0.28% 84
2020
Q1 		$315K Buy
10,060
+895
+10% +$29.9K 0.16% 147
2019
Q4 		$307K Buy
+9,165
New +$291K 0.1% 229

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SkyOak Wealth's ARKG Position: Q2 2026 in Review

SkyOak Wealth opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 5,068 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in ARKG as recently as Q1 2024.

SkyOak Wealth first reported a position in ARKG in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.5M in Q1 2021. 272 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • SkyOak Wealth held 5,068 shares of ARK Genomic Revolution ETF worth $213K as of Q2 2026.
  • ARK Genomic Revolution ETF was a new SkyOak Wealth position in Q2 2026.
  • ARK Genomic Revolution ETF made up 0.03% of SkyOak Wealth's portfolio in Q2 2026, its #234 holding.
  • SkyOak Wealth first reported a position in ARK Genomic Revolution ETF in Q4 2019 and has held it in 19 quarters since.
  • SkyOak Wealth's ARK Genomic Revolution ETF position peaked at $1.5M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.