Global Retirement Partners, LLC
PensionPosition in APO — Apollo Global Management, Inc.
CIK 1749744
San Rafael, CA
Position in APO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,425,990
-$50,272 QoQ
Shares Held
12,053
+18.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#501
of 1,165 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. APO ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
44,901 | $5,283,500 | |
| 2 | BLK |
BlackRock, Inc.
|
5,488 | $5,277,041 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
103,935 | $2,464,298 | |
| 4 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
64,990 | $1,699,488 | |
| 5 | STT |
State Street Corp
|
9,882 | $1,675,987 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
12,053 | $1,425,990 | |
| 7 | ARCC |
Ares Capital Corp
|
75,075 | $1,391,139 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
121,264 | $1,255,082 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,425,990 | 12,053 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,476,262 | 10,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,285,255 | 9,644 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,445,371 | 10,188 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,639,047 | 9,924 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,228,364 | 9,834 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,203,959 | 10,197 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $972,467 | 8,648 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $781,211 | 8,383 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $616,561 | 6,869 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $524,228 | 6,825 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $492,205 | 7,793 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $355,820 | 5,578 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $259,191 | 5,574 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $277,790 | 5,730 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $359,603 | 5,801 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||