Creative Planning
APGE icon

Creative Planning’s Apogee Therapeutics APGE Stock Holding History

Creative Planning’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Buy
13,631
+4,727
+53% +$343K ﹤0.01% 2348
2025
Q4 		$672K Buy
8,904
+1,557
+21% +$98.1K ﹤0.01% 2595
2025
Q3 		$292K Sell
7,347
-1,684
-19% -$64.3K ﹤0.01% 3171
2025
Q2 		$392K Buy
+9,031
New +$344K ﹤0.01% 2677

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Creative Planning's APGE Position: Q1 2026 in Review

Creative Planning increased its Apogee Therapeutics (APGE) stake by 53% in Q1 2026, buying an estimated $343K and bringing the position to 13,631 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Creative Planning first reported a position in APGE in Q2 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Creative Planning held 13,631 shares of Apogee Therapeutics worth $1.15M as of Q1 2026.
  • Creative Planning bought 4,727 Apogee Therapeutics shares in Q1 2026, an estimated $343K.
  • Apogee Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2348 holding.
  • Creative Planning first reported a position in Apogee Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.