Global Retirement Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Global Retirement Partners’s Portfolio APLS Stock Details APLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.03K	Buy	41 +21	+105%	+$493	﹤0.01%	3882
2025 Q3	$453	Buy	20 +14	+233%	+$327	﹤0.01%	3653
2025 Q2	$104	Buy	+6	New	+$111	﹤0.01%	3714
2024 Q4	$766	Sell	24 -7	-23%	-$211	﹤0.01%	3327
2024 Q3	$894	Sell	31 -127	-80%	-$4.7K	﹤0.01%	3169
2024 Q2	$6.06K	Sell	158 -41	-21%	-$1.86K	﹤0.01%	2523
2024 Q1	$11.7K	Buy	199 +91	+84%	+$5.8K	﹤0.01%	2056
2023 Q4	$7.16K	Sell	108 -52	-33%	-$2.64K	﹤0.01%	2191
2023 Q3	$6.02K	Buy	160 +2	+1%	+$88	﹤0.01%	2128
2023 Q2	$14.4K	Buy	158 +152	+2,533%	+$13.1K	﹤0.01%	1820
2023 Q1	$510	Buy	+6	New	+$346	﹤0.01%	2919

Other funds holding APLS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Global Retirement Partners's APLS Position: Q4 2025 in Review

Global Retirement Partners increased its Apellis Pharmaceuticals (APLS) stake by 105% in Q4 2025, buying an estimated $493 and bringing the position to 41 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3882.

Global Retirement Partners first reported a position in APLS in Q1 2023 and has held it in 11 quarters since. The position peaked at $14.4K in Q2 2023. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

Global Retirement Partners held 41 shares of Apellis Pharmaceuticals worth $1.03K as of Q4 2025.
Global Retirement Partners bought 21 Apellis Pharmaceuticals shares in Q4 2025, an estimated $493.
Apellis Pharmaceuticals made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3882 holding.
Global Retirement Partners first reported a position in Apellis Pharmaceuticals in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Apellis Pharmaceuticals position peaked at $14.4K in Q2 2023.
279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.