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VestGen Advisors’s ARK Innovation ETF ARKK Stock Holding History

VestGen Advisors’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Sell
3,775
-86
-2% -$6.58K 0.01% 840
2026
Q1 		$302K Sell
3,861
-901
-19% -$66.8K 0.01% 834
2025
Q4 		$366K Buy
+4,762
New +$394K 0.02% 550

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VestGen Advisors's ARKK Position: Q2 2026 in Review

VestGen Advisors reduced its ARK Innovation ETF (ARKK) stake by 2.2% in Q2 2026, selling an estimated $6.58K and leaving 3,775 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #840.

VestGen Advisors first reported a position in ARKK in Q4 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • VestGen Advisors held 3,775 shares of ARK Innovation ETF worth $305K as of Q2 2026.
  • VestGen Advisors sold 86 ARK Innovation ETF shares in Q2 2026, an estimated $6.58K.
  • ARK Innovation ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #840 holding.
  • VestGen Advisors first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's ARK Innovation ETF position peaked at $366K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.