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

Geneos 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
Q2 		$1.3K Hold
11
– – ﹤0.01% 2382
2026
Q1 		$1.23K Hold
11
– – ﹤0.01% 2381
2025
Q4 		$1.59K Hold
11
– – ﹤0.01% 2355
2025
Q3 		$1.47K Sell
11
-33
-75% -$4.67K ﹤0.01% 2363
2025
Q2 		$6.24K Sell
44
-2
-4% -$265 ﹤0.01% 2500
2025
Q1 		$6.3K Buy
46
+30
+188% +$4.61K ﹤0.01% 2438
2024
Q4 		$2.64K Sell
16
-5
-24% -$792 ﹤0.01% 2521
2024
Q3 		$2.62K Buy
21
+10
+91% +$1.15K ﹤0.01% 2236
2024
Q2 		$1.3K Hold
11
– – ﹤0.01% 1949
2024
Q1 		$1.24K Hold
11
– – ﹤0.01% 1977
2023
Q4 		$1.02K Buy
+11
New +$971 ﹤0.01% 2009
2020
Q4 		– Sell
-120
Closed -$5K – 2887
2020
Q3 		$5K Buy
+120
New +$5.77K ﹤0.01% 2154
2020
Q1 		– Sell
-35
Closed -$1K – 2473
2019
Q4 		$1K Buy
+35
New +$1.49K ﹤0.01% 2429

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Geneos Wealth Management's APO Position: Q2 2026 in Review

Geneos Wealth Management held its Apollo Global Management (APO) position steady in Q2 2026 at 11 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Geneos Wealth Management first reported a position in APO in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.3K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Geneos Wealth Management held 11 shares of Apollo Global Management worth $1.3K as of Q2 2026.
  • Geneos Wealth Management left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2382 holding.
  • Geneos Wealth Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 13 quarters since.
  • Geneos Wealth Management's Apollo Global Management position peaked at $6.3K in Q1 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.