Apollon Wealth Management’s Pool Corp POOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$430K	Buy	+2,127	New	+$501K	0.01%	927
2025 Q4	–	Sell	-698	Closed	-$216K	–	1370
2025 Q3	$216K	Sell	698 -188	-21%	-$58.9K	﹤0.01%	1195
2025 Q2	$258K	Sell	886 -751	-46%	-$227K	0.01%	1072
2025 Q1	$521K	Buy	1,637 +98	+6%	+$33.2K	0.01%	731
2024 Q4	$525K	Buy	1,539 +106	+7%	+$38.6K	0.01%	735
2024 Q3	$540K	Sell	1,433 -109	-7%	-$37.7K	0.02%	684
2024 Q2	$474K	Sell	1,542 -1,229	-44%	-$445K	0.01%	704
2024 Q1	$1.12M	Buy	2,771 +79	+3%	+$30.9K	0.04%	438
2023 Q4	$1.07M	Buy	2,692 +1,859	+223%	+$652K	0.04%	427
2023 Q3	$297K	Buy	833 +65	+8%	+$23.7K	0.01%	704
2023 Q2	$288K	Sell	768 -1,022	-57%	-$349K	0.01%	753
2023 Q1	$613K	Sell	1,790 -139	-7%	-$49.3K	0.04%	468
2022 Q4	$583K	Buy	1,929 +225	+13%	+$71.3K	0.04%	459
2022 Q3	$542K	Buy	1,704 +222	+15%	+$79.2K	0.04%	423
2022 Q2	$521K	Buy	1,482 +17	+1%	+$6.74K	0.04%	414
2022 Q1	$619K	Sell	1,465 -9	-0.6%	-$4.2K	0.04%	403
2021 Q4	$834K	Sell	1,474 -176	-11%	-$92.3K	0.06%	332
2021 Q3	$717K	Buy	1,650 +76	+5%	+$36K	0.1%	198
2021 Q2	$722K	Sell	1,574 -192	-11%	-$80.8K	0.13%	159
2021 Q1	$610K	Buy	+1,766	New	+$615K	0.12%	175

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return