West Branch Capital’s ARK Genomic Revolution ETF ARKG Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-28	Closed	-$617	–	418
2025 Q3	$617	Hold	28	–	–	﹤0.01%	396
2025 Q2	$617	Hold	28	–	–	﹤0.01%	410
2025 Q1	$589	Hold	28	–	–	﹤0.01%	434
2024 Q4	$668	Hold	28	–	–	﹤0.01%	417
2024 Q3	$727	Hold	28	–	–	﹤0.01%	399
2024 Q2	$667	Hold	28	–	–	﹤0.01%	399
2024 Q1	$816	Hold	28	–	–	﹤0.01%	390
2023 Q4	$931	Hold	28	–	–	﹤0.01%	409
2023 Q3	$791	Hold	28	–	–	﹤0.01%	403
2023 Q2	$968	Hold	28	–	–	﹤0.01%	404
2023 Q1	$854	Hold	28	–	–	﹤0.01%	412
2022 Q4	$801	Hold	28	–	–	﹤0.01%	410
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	416
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	395
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	397
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	413
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	386
2021 Q2	$3K	Buy	+28	New	+$2.38K	﹤0.01%	394

Other funds holding ARKG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Branch Capital's ARKG Position: Q4 2025 in Review

West Branch Capital sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2025, closing a stake of 28 shares — an estimated $617 sold.

West Branch Capital first reported a position in ARKG in Q2 2021 and held it in 18 quarters. The position peaked at $3K in Q2 2021. 238 funds tracked by Wall St. Rank hold ARKG as of Q4 2025.

West Branch Capital reported no remaining ARK Genomic Revolution ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 28 ARK Genomic Revolution ETF shares in Q4 2025, an estimated $617.
West Branch Capital first reported a position in ARK Genomic Revolution ETF in Q2 2021 and held it in 18 quarters.
West Branch Capital's ARK Genomic Revolution ETF position peaked at $3K in Q2 2021.
238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.