Apollon Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$350K	Buy	16,375 +3	+0%	+$67	﹤0.01%	1211
2026 Q2	$367K	Buy	16,372 +109	+0.7%	+$2.37K	﹤0.01%	1161
2026 Q1	$338K	Buy	16,263 +188	+1%	+$4.08K	0.01%	1049
2025 Q4	$331K	Hold	16,075	–	–	0.01%	1017
2025 Q3	$338K	Buy	16,075 +662	+4%	+$13.8K	0.01%	1002
2025 Q2	$322K	Hold	15,413	–	–	0.01%	988
2025 Q1	$379K	Buy	15,413 +84	+0.5%	+$1.93K	0.01%	861
2024 Q4	$337K	Hold	15,329	–	–	0.01%	900
2024 Q3	$318K	Hold	15,329	–	–	0.01%	893
2024 Q2	$304K	Buy	15,329 +175	+1%	+$3.71K	0.01%	860
2024 Q1	$345K	Hold	15,154	–	–	0.01%	823
2023 Q4	$346K	Buy	15,154 +489	+3%	+$10.8K	0.01%	781
2023 Q3	$318K	Buy	14,665 +1,372	+10%	+$27.1K	0.02%	680
2023 Q2	$262K	Buy	13,293 +880	+7%	+$17.6K	0.01%	776
2023 Q1	$267K	Buy	12,413 +689	+6%	+$14.6K	0.02%	714
2022 Q4	$232K	Buy	11,724 +23	+0.2%	+$455	0.02%	743
2022 Q3	$219K	Buy	+11,701	New	+$241K	0.02%	699

Other funds holding CAPL

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management's CAPL Position: Q3 2026 in Review

Apollon Wealth Management increased its CrossAmerica Partners (CAPL) stake by 0.02% in Q3 2026, buying an estimated $67 and bringing the position to 16,375 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Apollon Wealth Management first reported a position in CAPL in Q3 2022 and has held it in 17 quarters since. The position peaked at $379K in Q1 2025. 9 funds tracked by Wall St. Rank hold CAPL as of Q3 2026.

Apollon Wealth Management held 16,375 shares of CrossAmerica Partners worth $350K as of Q3 2026.
Apollon Wealth Management bought 3 CrossAmerica Partners shares in Q3 2026, an estimated $67.
CrossAmerica Partners made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1211 holding.
Apollon Wealth Management first reported a position in CrossAmerica Partners in Q3 2022 and has held it in 17 quarters since.
Apollon Wealth Management's CrossAmerica Partners position peaked at $379K in Q1 2025.
9 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.