Apollon Wealth Management’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,006	Closed	-$315K	–	1330
2025 Q1	$315K	Sell	2,006 -48	-2%	-$7.9K	0.01%	943
2024 Q4	$360K	Buy	2,054 +13	+0.6%	+$2.44K	0.01%	875
2024 Q3	$428K	Sell	2,041 -13	-0.6%	-$2.42K	0.01%	783
2024 Q2	$364K	Buy	2,054 +185	+10%	+$37.7K	0.01%	791
2024 Q1	$444K	Sell	1,869 -46	-2%	-$9.9K	0.01%	738
2023 Q4	$373K	Buy	1,915 +21	+1%	+$3.81K	0.01%	763
2023 Q3	$356K	Sell	1,894 -93	-5%	-$18K	0.02%	644
2023 Q2	$362K	Buy	1,987 +45	+2%	+$7.97K	0.02%	691
2023 Q1	$357K	Buy	1,942 +138	+8%	+$25.1K	0.02%	629
2022 Q4	$295K	Buy	1,804 +6	+0.3%	+$934	0.02%	667
2022 Q3	$228K	Buy	1,798 +247	+16%	+$38.8K	0.02%	688
2022 Q2	$241K	Sell	1,551 -1,263	-45%	-$207K	0.02%	629
2022 Q1	$502K	Buy	2,814 +379	+16%	+$61.8K	0.04%	463
2021 Q4	$342K	Buy	+2,435	New	+$372K	0.03%	553

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return