Creative Planning
APGE

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
Q2 		$2.36M Buy
17,795
+4,164
+31% +$375K ﹤0.01% 1951
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

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Creative Planning's APGE Position: Q2 2026 in Review

Creative Planning increased its Apogee Therapeutics (APGE) stake by 31% in Q2 2026, buying an estimated $375K and bringing the position to 17,795 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Creative Planning first reported a position in APGE in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Creative Planning held 17,795 shares of Apogee Therapeutics worth $2.36M as of Q2 2026.
  • Creative Planning bought 4,164 Apogee Therapeutics shares in Q2 2026, an estimated $375K.
  • Apogee Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1951 holding.
  • Creative Planning first reported a position in Apogee Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.