Geneos Wealth Management
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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
Q3 		$96.4K Buy
831
+820
+7,455% +$104K ﹤0.01% 1388
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geneos Wealth Management's APO Position: Q3 2026 in Review

Geneos Wealth Management increased its Apollo Global Management (APO) stake by 7,455% in Q3 2026, buying an estimated $104K and bringing the position to 831 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Geneos Wealth Management first reported a position in APO in Q4 2019 and has held it in 14 quarters since. 832 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Geneos Wealth Management held 831 shares of Apollo Global Management worth $96.4K as of Q3 2026.
  • Geneos Wealth Management bought 820 Apollo Global Management shares in Q3 2026, an estimated $104K.
  • Apollo Global Management made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1388 holding.
  • Geneos Wealth Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 14 quarters since.
  • 832 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.