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Golden State Wealth Management’s APi Group APG Stock Holding History

Golden State Wealth Management’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Hold
270
– – ﹤0.01% 1090
2026
Q1 		$10.9K Hold
270
– – ﹤0.01% 1070
2025
Q4 		$10.3K Hold
270
– – ﹤0.01% 1099
2025
Q3 		$9.28K Hold
270
– – ﹤0.01% 1118
2025
Q2 		$9.19K Hold
270
– – ﹤0.01% 1091
2025
Q1 		$6.44K Hold
270
– – ﹤0.01% 1113
2024
Q4 		$6.47K Buy
+270
New +$6.42K ﹤0.01% 1064

Other funds holding APG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Wealth Management's APG Position: Q2 2026 in Review

Golden State Wealth Management held its APi Group (APG) position steady in Q2 2026 at 270 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Golden State Wealth Management first reported a position in APG in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold APG as of Q2 2026.

  • Golden State Wealth Management held 270 shares of APi Group worth $11.4K as of Q2 2026.
  • Golden State Wealth Management left its APi Group share count unchanged in Q2 2026.
  • APi Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1090 holding.
  • Golden State Wealth Management first reported a position in APi Group in Q4 2024 and has held it in 7 quarters since.
  • 578 funds tracked by Wall St. Rank held APi Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.