WR Wealth Planners’s ARK Genomic Revolution ETF ARKG Stock Holding History

WR Wealth Planners’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
2024 Q4	$706	Hold	30	–	–	﹤0.01%	960
2024 Q3	$768	Hold	30	–	–	﹤0.01%	990
2024 Q2	$704	Hold	30	–	–	﹤0.01%	990
2024 Q1	$863	Buy	+30	New	+$902	﹤0.01%	985
2023 Q4	–	Sell	-30	Closed	-$836	–	224
2023 Q3	$836	Hold	30	–	–	﹤0.01%	841
2023 Q2	$1.02K	Hold	30	–	–	﹤0.01%	826
2023 Q1	$902	Buy	+30	New	+$930	﹤0.01%	838

Other funds holding ARKG

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

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

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 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

WR Wealth Planners's ARKG Position: Q4 2024 in Review

WR Wealth Planners held its ARK Genomic Revolution ETF (ARKG) position steady in Q4 2024 at 30 shares worth $706. The position accounts for ﹤0.01% of the portfolio, ranked #960.

WR Wealth Planners first reported a position in ARKG in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.02K in Q2 2023. 239 funds tracked by Wall St. Rank hold ARKG as of Q4 2024.

WR Wealth Planners held 30 shares of ARK Genomic Revolution ETF worth $706 as of Q4 2024.
WR Wealth Planners left its ARK Genomic Revolution ETF share count unchanged in Q4 2024.
ARK Genomic Revolution ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #960 holding.
WR Wealth Planners first reported a position in ARK Genomic Revolution ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's ARK Genomic Revolution ETF position peaked at $1.02K in Q2 2023.
239 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.