GWM
APLS

Greenline Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Greenline Wealth Management’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
2026
Q1 		– Sell
-21
Closed -$537 – 123
2025
Q4 		$537 Buy
+21
New +$493 ﹤0.01% 545

Other funds holding APLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Greenline Wealth Management's APLS Position: Q1 2026 in Review

Greenline Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 21 shares — an estimated $537 sold.

Greenline Wealth Management first reported a position in APLS in Q4 2025 and held it in 1 quarter. The position peaked at $537 in Q4 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Greenline Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 21 Apellis Pharmaceuticals shares in Q1 2026, an estimated $537.
  • Greenline Wealth Management first reported a position in Apellis Pharmaceuticals in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Apellis Pharmaceuticals position peaked at $537 in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.