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Allworth Financial’s Apogee Therapeutics APGE Stock Holding History

Allworth Financial’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12K Hold
16
– – ﹤0.01% 4491
2026
Q1 		$1.35K Buy
16
+15
+1,500% +$1.09K ﹤0.01% 4478
2025
Q4 		$76 Hold
1
– – ﹤0.01% 4809
2025
Q3 		$40 Sell
1
-54
-98% -$2.06K ﹤0.01% 4767
2025
Q2 		$2.39K Buy
+55
New +$2.09K ﹤0.01% 3622

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Allworth Financial's APGE Position: Q2 2026 in Review

Allworth Financial held its Apogee Therapeutics (APGE) position steady in Q2 2026 at 16 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4491.

Allworth Financial first reported a position in APGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.39K in Q2 2025. 288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Allworth Financial held 16 shares of Apogee Therapeutics worth $2.12K as of Q2 2026.
  • Allworth Financial left its Apogee Therapeutics share count unchanged in Q2 2026.
  • Apogee Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4491 holding.
  • Allworth Financial first reported a position in Apogee Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Apogee Therapeutics position peaked at $2.39K in Q2 2025.
  • 288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.