Apollon Wealth Management’s AGNC Investment AGNC Stock Holding History

Apollon Wealth Management’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Buy	40,638 +8,235	+25%	+$86.8K	0.01%	1074
2026 Q1	$325K	Buy	32,403 +1,443	+5%	+$16K	0.01%	1071
2025 Q4	$332K	Buy	30,960 +7,935	+34%	+$81.6K	0.01%	1015
2025 Q3	$225K	Buy	23,025 +3,505	+18%	+$34K	﹤0.01%	1174
2025 Q2	$179K	Buy	+19,520	New	+$175K	﹤0.01%	1187
2022 Q3	–	Sell	-11,993	Closed	-$133K	–	816
2022 Q2	$133K	Sell	11,993 -225	-2%	-$2.67K	0.01%	704
2022 Q1	$160K	Buy	12,218 +301	+3%	+$4.21K	0.01%	708
2021 Q4	$179K	Sell	11,917 -350	-3%	-$5.55K	0.01%	719
2021 Q3	$193K	Buy	+12,267	New	+$199K	0.03%	441

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Apollon Wealth Management's AGNC Position: Q2 2026 in Review

Apollon Wealth Management increased its AGNC Investment (AGNC) stake by 25% in Q2 2026, buying an estimated $86.8K and bringing the position to 40,638 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1074.

Apollon Wealth Management first reported a position in AGNC in Q3 2021 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Apollon Wealth Management held 40,638 shares of AGNC Investment worth $443K as of Q2 2026.
Apollon Wealth Management bought 8,235 AGNC Investment shares in Q2 2026, an estimated $86.8K.
AGNC Investment made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1074 holding.
Apollon Wealth Management first reported a position in AGNC Investment in Q3 2021 and has held it in 9 quarters since.
185 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.