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JFG Wealth Management’s Apollo Global Management APO Stock Holding History

JFG 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
2025
Q3 		$244K Buy
1,833
+51
+3% +$7.22K 0.05% 62
2025
Q2 		$253K Hold
1,782
– – 0.05% 58
2025
Q1 		$244K Hold
1,782
– – 0.06% 72
2024
Q4 		$294K Hold
1,782
– – 0.07% 82
2024
Q3 		$223K Sell
1,782
-12
-0.7% -$1.39K 0.06% 72
2024
Q2 		$212K Buy
+1,794
New +$204K 0.06% 54

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

JFG Wealth Management's APO Position: Q3 2025 in Review

JFG Wealth Management increased its Apollo Global Management (APO) stake by 2.9% in Q3 2025, buying an estimated $7.22K and bringing the position to 1,833 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #62.

JFG Wealth Management first reported a position in APO in Q2 2024 and has held it in 6 quarters since. The position peaked at $294K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • JFG Wealth Management held 1,833 shares of Apollo Global Management worth $244K as of Q3 2025.
  • JFG Wealth Management bought 51 Apollo Global Management shares in Q3 2025, an estimated $7.22K.
  • Apollo Global Management made up 0.05% of JFG Wealth Management's portfolio in Q3 2025, its #62 holding.
  • JFG Wealth Management first reported a position in Apollo Global Management in Q2 2024 and has held it in 6 quarters since.
  • JFG Wealth Management's Apollo Global Management position peaked at $294K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.