CCG WEALTH MANAGEMENT, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1771169
SAN DIEGO, CA
Position in APO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$691,876
+$46,420 QoQ
Shares Held
5,848
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#638
of 1,165 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CCG WEALTH MANAGEMENT, LLC holds $1,234,504 across 3 Asset Management names. APO ranks #1 (56.0% of the industry book) .
All Filings in APO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,876 | 5,848 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $645,456 | 5,793 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $491,460 | 3,395 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $390,214 | 2,928 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $412,699 | 2,909 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $398,495 | 2,910 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $476,982 | 2,888 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $359,990 | 2,882 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $344,646 | 2,919 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $326,554 | 2,904 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||