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 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 -53	-55%	-$7.03K	﹤0.01%	2500
2025 Q1	$13.3K	Buy	97 +81	+506%	+$12.5K	﹤0.01%	2478
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's APO Position: Q1 2026 in Review

Geneos Wealth Management held its Apollo Global Management (APO) position steady in Q1 2026 at 11 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Geneos Wealth Management first reported a position in APO in Q4 2019 and has held it in 12 quarters since. The position peaked at $13.3K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Geneos Wealth Management held 11 shares of Apollo Global Management worth $1.23K as of Q1 2026.
Geneos Wealth Management left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2381 holding.
Geneos Wealth Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 12 quarters since.
Geneos Wealth Management's Apollo Global Management position peaked at $13.3K in Q1 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.