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Golden State Wealth Management’s Apollo Global Management APO Stock Holding History

Golden State Wealth 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
2026
Q2 		$787K Buy
6,654
+285
+4% +$35.8K 0.07% 223
2026
Q1 		$710K Buy
6,369
+111
+2% +$13.8K 0.08% 209
2025
Q4 		$906K Sell
6,258
-13
-0.2% -$1.73K 0.1% 166
2025
Q3 		$836K Buy
6,271
+465
+8% +$65.8K 0.09% 173
2025
Q2 		$824K Buy
5,806
+142
+3% +$18.8K 0.1% 162
2025
Q1 		$776K Sell
5,664
-7
-0.1% -$1.08K 0.12% 151
2024
Q4 		$937K Buy
+5,671
New +$898K 0.14% 122
2022
Q1 		– Sell
-9,361
Closed -$678K – 310
2021
Q4 		$678K Buy
9,361
+4,244
+83% +$306K 0.12% 169
2021
Q3 		$315K Buy
5,117
+43
+0.8% +$2.58K 0.07% 227
2021
Q2 		$316K Sell
5,074
-488
-9% -$27.1K 0.07% 220
2021
Q1 		$261K Sell
5,562
-5,426
-49% -$264K 0.09% 161
2020
Q4 		$538K Buy
10,988
+2,138
+24% +$95.5K 0.16% 119
2020
Q3 		$396K Sell
8,850
-6,213
-41% -$299K 0.13% 118
2020
Q2 		$752K Buy
15,063
+3,548
+31% +$156K 0.24% 71
2020
Q1 		$386K Buy
+11,515
New +$495K 0.17% 89
2019
Q4 		– Sell
-18,175
Closed -$687K – 102
2019
Q3 		$687K Sell
18,175
-690
-4% -$25.1K 0.23% 84
2019
Q2 		$647K Sell
18,865
-70
-0.4% -$2.23K 0.21% 98
2019
Q1 		$535K Buy
+18,935
New +$538K 0.18% 111

Other funds holding APO

CS
CapitalatWork SA Auderghem $3.99B AUM
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SS
Spinecap SAS Paris, France $335M AUM 16.94% 1-Year Est. Return

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

Golden State Wealth Management increased its Apollo Global Management (APO) stake by 4.5% in Q2 2026, buying an estimated $35.8K and bringing the position to 6,654 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #223.

Golden State Wealth Management first reported a position in APO in Q1 2019 and has held it in 18 quarters since. The position peaked at $937K in Q4 2024. 451 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Golden State Wealth Management held 6,654 shares of Apollo Global Management worth $787K as of Q2 2026.
  • Golden State Wealth Management bought 285 Apollo Global Management shares in Q2 2026, an estimated $35.8K.
  • Apollo Global Management made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Golden State Wealth Management first reported a position in Apollo Global Management in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Apollo Global Management position peaked at $937K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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