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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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APCX

APCX 13F Holdings Overview

Apptech Payments CORP

+$380.0

Net Activity

Data as of: 2026-03-31

Institutions Holding

1

Popularity Rank

#20412

Avg Weight

0.00%

Total Value

$980.0

Ownership Trend

1 institutions currently hold APCX, with 0 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

GW
Geneos Wealth Management Inc.
$980.0

Top 5 by Conviction

GW
Geneos Wealth Management Inc.
0.00%
View all 1 holding institutions

Across its top 1 institutional holders, APCX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 3/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$0.0

Total Sell Value

New buy0
Trim0
Add0
Sold out0

0

Net Buyers

0

Net Sellers

Smart Money Convergence

APCX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/APCX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

3

Filings (14d)

Data as of 2026-07-21
2026-07-21

AppTech Payments Corp. (APCX) entered into a $500,000 promissory note on July 17 with a trust overseen by its chairman, Albert L. Lord, Jr. The loan carries 9% interest, matures in 90 days, and is meant for short-term working capital. The board approved the related-party transaction.

View Full Filing (SEC EDGAR)
2026-07-10

AppTech Payments Corp. released Thomas J. DeRosa from his roles as President and CEO on July 1, 2026, effective immediately. He will stay on the Board. The company appointed its current CFO, Felipe A. Corrado IV, as Interim CEO, adjusting his compensation to $300,000.

View Full Filing (SEC EDGAR)
2026-07-02

AppTech Payments Corp. borrowed $500,000 from a trust run by its board chairman, Albert L. Lord Jr., through a 90-day promissory note at 9% interest. The money is for short-term working capital and general corporate purposes.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

03834B309

FAQ

Who are the top institutional investors holding APPTECH PAYMENTS CORP (APCX)?
Major stakeholders currently include Geneos Wealth Management Inc. ($980.0). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in APCX.
What is the overall institutional sentiment toward APCX recently?
Institutional sentiment appears Neutral. During the most recent reporting quarter, the stock experienced no significant net capital flow from tracked managers.
Which institutions have been selling or reducing their APCX positions?
In the latest period, no tracked funds trimmed or exited their positions in APCX.
Are there any notable investors adding APCX to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in APCX during the last reporting period.

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Developer Access

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CLI

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