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True Wealth Design’s Apogee Enterprises APOG Stock Holding History

True Wealth Design’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36 Sell
1
-11
-92% -$437 ﹤0.01% 2529
2026
Q2 		$549 Buy
+12
New +$448 ﹤0.01% 2176
2025
Q4 		– Sell
-14
Closed -$610 – 2572
2025
Q3 		$610 Buy
+14
New +$601 ﹤0.01% 1943
2025
Q2 		– Sell
-19
Closed -$881 – 2582
2025
Q1 		$881 Buy
+19
New +$970 ﹤0.01% 1311

Other funds holding APOG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's APOG Position: Q3 2026 in Review

True Wealth Design reduced its Apogee Enterprises (APOG) stake by 92% in Q3 2026, selling an estimated $437 and leaving 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

True Wealth Design first reported a position in APOG in Q1 2025 and has held it in 4 quarters since. The position peaked at $881 in Q1 2025. 19 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

  • True Wealth Design held 1 share of Apogee Enterprises worth $36 as of Q3 2026.
  • True Wealth Design sold 11 Apogee Enterprises shares in Q3 2026, an estimated $437.
  • Apogee Enterprises made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2529 holding.
  • True Wealth Design first reported a position in Apogee Enterprises in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Apogee Enterprises position peaked at $881 in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.