CCG Wealth Management’s Apollo Global Management APO Stock Holding History

CCG Wealth Management’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$645K	Buy	5,793 +2,398	+71%	+$297K	0.18%	73
2025 Q4	$491K	Buy	3,395 +467	+16%	+$62K	0.21%	59
2025 Q3	$390K	Buy	2,928 +19	+0.7%	+$2.69K	0.18%	56
2025 Q2	$413K	Sell	2,909 -1	-0%	-$133	0.22%	52
2025 Q1	$398K	Buy	2,910 +22	+0.8%	+$3.38K	0.24%	51
2024 Q4	$477K	Buy	2,888 +6	+0.2%	+$950	0.27%	42
2024 Q3	$360K	Sell	2,882 -37	-1%	-$4.27K	0.2%	52
2024 Q2	$345K	Buy	2,919 +15	+0.5%	+$1.7K	0.19%	51
2024 Q1	$327K	Buy	+2,904	New	+$306K	0.2%	52

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CCG Wealth Management's APO Position: Q1 2026 in Review

CCG Wealth Management increased its Apollo Global Management (APO) stake by 71% in Q1 2026, buying an estimated $297K and bringing the position to 5,793 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #73.

CCG Wealth Management first reported a position in APO in Q1 2024 and has held it in 9 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

CCG Wealth Management held 5,793 shares of Apollo Global Management worth $645K as of Q1 2026.
CCG Wealth Management bought 2,398 Apollo Global Management shares in Q1 2026, an estimated $297K.
Apollo Global Management made up 0.18% of CCG Wealth Management's portfolio in Q1 2026, its #73 holding.
CCG Wealth Management first reported a position in Apollo Global Management in Q1 2024 and has held it in 9 quarters since.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.