WCM
APGE icon

WealthTrak Capital Management’s Apogee Therapeutics APGE Stock Holding History

WealthTrak Capital Management’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
-5
Closed -$187 – 942
2025
Q1 		$187 Buy
+5
New +$193 ﹤0.01% 864

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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WealthTrak Capital Management's APGE Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Apogee Therapeutics (APGE) in Q2 2025, closing a stake of 5 shares — an estimated $187 sold.

WealthTrak Capital Management first reported a position in APGE in Q1 2025 and held it in 1 quarter. The position peaked at $187 in Q1 2025. 182 funds tracked by Wall St. Rank hold APGE as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Apogee Therapeutics position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Apogee Therapeutics shares in Q2 2025, an estimated $187.
  • WealthTrak Capital Management first reported a position in Apogee Therapeutics in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Apogee Therapeutics position peaked at $187 in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.