Dynasty Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Dynasty Wealth Management’s Portfolio APLS Stock Details APLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,321	Closed	-$536K	–	370
2026 Q1	$536K	Buy	13,321 +4,094	+44%	+$88.2K	﹤0.01%	231
2025 Q4	$232K	Buy	+9,227	New	+$216K	﹤0.01%	320

Other funds holding APLS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dynasty Wealth Management's APLS Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 13,321 shares — an estimated $536K sold.

Dynasty Wealth Management first reported a position in APLS in Q4 2025 and held it in 2 quarters. The position peaked at $536K in Q1 2026. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Dynasty Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 13,321 Apellis Pharmaceuticals shares in Q2 2026, an estimated $536K.
Dynasty Wealth Management first reported a position in Apellis Pharmaceuticals in Q4 2025 and held it in 2 quarters.
Dynasty Wealth Management's Apellis Pharmaceuticals position peaked at $536K in Q1 2026.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.