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Guardian Financial Partners’s Apollo Global Management APO Stock Holding History

Guardian Financial Partners’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
2025
Q4 		– Sell
-2,200
Closed -$293K – 71
2025
Q3 		$293K Buy
+2,200
New +$311K 0.12% 56

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Guardian Financial Partners's APO Position: Q4 2025 in Review

Guardian Financial Partners sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 2,200 shares — an estimated $293K sold.

Guardian Financial Partners first reported a position in APO in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Guardian Financial Partners reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Guardian Financial Partners sold 2,200 Apollo Global Management shares in Q4 2025, an estimated $293K.
  • Guardian Financial Partners first reported a position in Apollo Global Management in Q3 2025 and held it in 1 quarter.
  • Guardian Financial Partners's Apollo Global Management position peaked at $293K in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Guardian Financial Partners's 13F filing for Q4 2025, filed 14 Jan 2026.