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GenTrust’s Apollo Global Management APO Stock Holding History

GenTrust’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 		$224K Buy
2,007
+371
+23% +$46K 0.01% 251
2025
Q4 		$237K Buy
+1,636
New +$217K 0.01% 249
2025
Q3 		– Sell
-3,081
Closed -$437K – 213
2025
Q2 		$437K Hold
3,081
– – 0.02% 132
2025
Q1 		$422K Hold
3,081
– – 0.02% 135
2024
Q4 		$509K Hold
3,081
– – 0.02% 132
2024
Q3 		$385K Buy
+3,081
New +$356K 0.02% 143

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GenTrust's APO Position: Q1 2026 in Review

GenTrust increased its Apollo Global Management (APO) stake by 23% in Q1 2026, buying an estimated $46K and bringing the position to 2,007 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #251.

GenTrust first reported a position in APO in Q3 2024 and has held it in 6 quarters since. The position peaked at $509K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • GenTrust held 2,007 shares of Apollo Global Management worth $224K as of Q1 2026.
  • GenTrust bought 371 Apollo Global Management shares in Q1 2026, an estimated $46K.
  • Apollo Global Management made up 0.01% of GenTrust's portfolio in Q1 2026, its #251 holding.
  • GenTrust first reported a position in Apollo Global Management in Q3 2024 and has held it in 6 quarters since.
  • GenTrust's Apollo Global Management position peaked at $509K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.