GeoWealth Management’s Apollo Global Management APO Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-906	Closed	-$129K	–	787
2025 Q2	$129K	Buy	906 +222	+32%	+$29.4K	0.01%	758
2025 Q1	$93.7K	Sell	684 -1,059	-61%	-$163K	﹤0.01%	797
2024 Q4	$288K	Buy	1,743 +1,113	+177%	+$176K	0.01%	640
2024 Q3	$78.7K	Buy	+630	New	+$72.7K	﹤0.01%	950

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

GeoWealth Management's APO Position: Q3 2025 in Review

GeoWealth Management sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 906 shares — an estimated $129K sold.

GeoWealth Management first reported a position in APO in Q3 2024 and held it in 4 quarters. The position peaked at $288K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

GeoWealth Management reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 906 Apollo Global Management shares in Q3 2025, an estimated $129K.
GeoWealth Management first reported a position in Apollo Global Management in Q3 2024 and held it in 4 quarters.
GeoWealth Management's Apollo Global Management position peaked at $288K in Q4 2024.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.