James T. Borello RIA’s ARK Genomic Revolution ETF ARKG Stock Holding History

James T. Borello RIA’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	$46.9K	Hold	865	–	–	0.01%	253
2026 Q2	$36.4K	Hold	865	–	–	0.01%	285
2026 Q1	$22.9K	Hold	865	–	–	0.01%	343
2025 Q4	$25.1K	Hold	865	–	–	0.01%	248
2025 Q3	$24K	Hold	865	–	–	0.01%	217
2025 Q2	$21.1K	Buy	+865	New	+$19K	0.01%	183

Other funds holding ARKG

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

James T. Borello RIA's ARKG Position: Q3 2026 in Review

James T. Borello RIA held its ARK Genomic Revolution ETF (ARKG) position steady in Q3 2026 at 865 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #253.

James T. Borello RIA first reported a position in ARKG in Q2 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

James T. Borello RIA held 865 shares of ARK Genomic Revolution ETF worth $46.9K as of Q3 2026.
James T. Borello RIA left its ARK Genomic Revolution ETF share count unchanged in Q3 2026.
ARK Genomic Revolution ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #253 holding.
James T. Borello RIA first reported a position in ARK Genomic Revolution ETF in Q2 2025 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.