GWM
APOG icon

Gilpin Wealth Management’s Apogee Enterprises APOG Stock Holding History

Gilpin Wealth Management’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213 Hold
6
– – ﹤0.01% 1102
2026
Q2 		$275 Sell
6
-2
-25% -$75 ﹤0.01% 846
2026
Q1 		$269 Buy
+8
New +$296 ﹤0.01% 789

Other funds holding APOG

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's APOG Position: Q3 2026 in Review

Gilpin Wealth Management held its Apogee Enterprises (APOG) position steady in Q3 2026 at 6 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Gilpin Wealth Management first reported a position in APOG in Q1 2026 and has held it in 3 quarters since. The position peaked at $275 in Q2 2026. 7 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Apogee Enterprises worth $213 as of Q3 2026.
  • Gilpin Wealth Management left its Apogee Enterprises share count unchanged in Q3 2026.
  • Apogee Enterprises made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1102 holding.
  • Gilpin Wealth Management first reported a position in Apogee Enterprises in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Apogee Enterprises position peaked at $275 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

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