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Financial Gravity Companies’s Apogee Enterprises APOG Stock Holding History

Financial Gravity Companies’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38.4K Buy
+945
New +$39K 0.01% 338
2024
Q4 		$67.5K Buy
+945
New +$74.2K 0.02% 250

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Companies's APOG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Apogee Enterprises (APOG) in Q2 2025: 945 shares worth $38.4K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in APOG as recently as Q4 2024.

Financial Gravity Companies first reported a position in APOG in Q4 2024 and has held it in 2 quarters since. The position peaked at $67.5K in Q4 2024. 219 funds tracked by Wall St. Rank hold APOG as of Q2 2025.

  • Financial Gravity Companies held 945 shares of Apogee Enterprises worth $38.4K as of Q2 2025.
  • Apogee Enterprises was a new Financial Gravity Companies position in Q2 2025.
  • Apogee Enterprises made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #338 holding.
  • Financial Gravity Companies first reported a position in Apogee Enterprises in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Apogee Enterprises position peaked at $67.5K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.