ARKG Ark Genomic Revolution Mlti SCTR ETF

Ownership history in Perigon Wealth Management, LLC  ·  25 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported Ark Genomic Revolution Mlti SCTR ETF (ARKG) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows ARKG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARKG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in Ark Genomic Revolution Mlti SCTR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARKG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held ARKG — position size vs. price
% of Fund (quarterly)    ARKG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 36,954 +2,164 +6.2% 0.02% $976K 2026-04-10 $26.68
2025 Q4 REDUCED 34,790 -1,954 -5.3% 0.02% $1.0M 2026-01-16 $31.82
2025 Q3 REDUCED 36,744 -1,051 -2.8% 0.02% $1.0M 2025-10-17 $31.00
2025 Q2 ADDED 37,795 +4,471 +13.4% 0.02% $920K 2025-07-16 $24.88
2025 Q1 REDUCED 33,324 -4,712 -12.4% 0.02% $692K 2025-04-23 $21.77
2024 Q4 REDUCED 38,036 -8,305 -17.9% 0.02% $922K 2025-01-22 $27.12
2024 Q3 REDUCED 46,341 -3,903 -7.8% 0.03% $1.2M 2024-10-16 $25.02
2024 Q2 ADDED 50,244 +13,716 +37.5% 0.03% $1.2M 2024-08-02 $24.62
2024 Q1 ADDED 36,528 +6,945 +23.5% 0.03% $1.1M 2024-04-29 $23.88
2023 Q4 ADDED 29,583 +3,380 +12.9% 0.03% $971K 2024-01-29 $30.62
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Perigon Wealth Management, LLC and ARKG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning ARKG?

Perigon Wealth Management, LLC reported ARKG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARKG position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ARKG was 0.03% in 2024 Q2.

What is the latest reported ARKG position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 36,954 shares, equal to 0.02% of portfolio, with an estimated market value of $976K.

What does the chart on this ARKG ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly ARKG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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