SkyOak Wealth
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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
Q3 		$275K Hold
5,068
– – 0.04% 190
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

NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

SkyOak Wealth's ARKG Position: Q3 2026 in Review

SkyOak Wealth held its ARK Genomic Revolution ETF (ARKG) position steady in Q3 2026 at 5,068 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #190.

SkyOak Wealth first reported a position in ARKG in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.5M in Q1 2021. 99 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

  • SkyOak Wealth held 5,068 shares of ARK Genomic Revolution ETF worth $275K as of Q3 2026.
  • SkyOak Wealth left its ARK Genomic Revolution ETF share count unchanged in Q3 2026.
  • ARK Genomic Revolution ETF made up 0.04% of SkyOak Wealth's portfolio in Q3 2026, its #190 holding.
  • SkyOak Wealth first reported a position in ARK Genomic Revolution ETF in Q4 2019 and has held it in 20 quarters since.
  • SkyOak Wealth's ARK Genomic Revolution ETF position peaked at $1.5M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.