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Optimize Financial’s Apogee Therapeutics APGE Stock Holding History

Optimize Financial’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,284
Closed -$229K – 332
2025
Q2 		$229K Buy
+5,284
New +$201K 0.14% 199
2025
Q1 		– Sell
-4,473
Closed -$203K – 226
2024
Q4 		$203K Buy
+4,473
New +$228K 0.15% 213

Other funds holding APGE

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

Optimize Financial's APGE Position: Q3 2025 in Review

Optimize Financial sold out of Apogee Therapeutics (APGE) in Q3 2025, closing a stake of 5,284 shares — an estimated $229K sold.

Optimize Financial first reported a position in APGE in Q4 2024 and held it in 2 quarters. The position peaked at $229K in Q2 2025. 174 funds tracked by Wall St. Rank hold APGE as of Q3 2025.

  • Optimize Financial reported no remaining Apogee Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 5,284 Apogee Therapeutics shares in Q3 2025, an estimated $229K.
  • Optimize Financial first reported a position in Apogee Therapeutics in Q4 2024 and held it in 2 quarters.
  • Optimize Financial's Apogee Therapeutics position peaked at $229K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.