True Wealth Design’s Apogee Therapeutics APGE Stock Holding History

True Wealth Design’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 Q2	–	Sell	-1	Closed	-$38	–	2580
2025 Q1	$38	Buy	+1	New	+$39	﹤0.01%	2446

Other funds holding APGE

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

True Wealth Design's APGE Position: Q2 2025 in Review

True Wealth Design sold out of Apogee Therapeutics (APGE) in Q2 2025, closing a stake of 1 share — an estimated $38 sold.

True Wealth Design first reported a position in APGE in Q1 2025 and held it in 1 quarter. The position peaked at $38 in Q1 2025. 182 funds tracked by Wall St. Rank hold APGE as of Q2 2025.

True Wealth Design reported no remaining Apogee Therapeutics position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 1 Apogee Therapeutics share in Q2 2025, an estimated $38.
True Wealth Design first reported a position in Apogee Therapeutics in Q1 2025 and held it in 1 quarter.
True Wealth Design's Apogee Therapeutics position peaked at $38 in Q1 2025.
182 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.