TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
APO holding history
Apollo Global Management, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
APO overviewAll 13F holders of APOFull Q4 2024 holdings
- Shares (Q4 2024)
- 2,042
- Value
- $337.2K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 2,042 | $337.2K | <0.1% | +22+1.1% | Added | Holders |
| Q3 2024 | 2,020 | $252.3K | <0.1% | −939−31.7% | Reduced | Holders |
| Q2 2024 | 2,959 | $349.4K | 0.1% | −28−0.9% | Reduced | Holders |
| Q1 2024 | 2,987 | $335.9K | 0.1% | −204−6.4% | Reduced | Holders |
| Q4 2023 | 3,191 | $297.4K | 0.1% | −458−12.6% | Reduced | Holders |
| Q3 2023 | 3,649 | $327.5K | 0.1% | +754+26.0% | Added | Holders |
| Q2 2023 | 2,895 | $222.4K | <0.1% | +2,895 | New | Holders |