GEN Financial Management
AAPL icon

GEN Financial Management’s Apple AAPL Stock Holding History

GEN Financial Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$566K Sell
1,699
-13
-0.8% -$4.18K 0.31% 37
2026
Q2 		$495K Sell
1,712
-44
-3% -$12.6K 0.3% 32
2026
Q1 		$446K Buy
1,756
+422
+32% +$110K 0.28% 36
2025
Q4 		$363K Buy
1,334
+89
+7% +$23.9K 0.23% 37
2025
Q3 		$317K Buy
1,245
+4
+0.3% +$904 0.27% 38
2025
Q2 		$255K Sell
1,241
-545
-31% -$110K 0.21% 41
2025
Q1 		$397K Sell
1,786
-61
-3% -$14.1K 0.27% 32
2024
Q4 		$462K Buy
+1,847
New +$435K 0.3% 35

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GEN Financial Management's AAPL Position: Q3 2026 in Review

GEN Financial Management reduced its Apple (AAPL) stake by 0.76% in Q3 2026, selling an estimated $4.18K and leaving 1,699 shares worth $566K. The position accounts for 0.31% of the portfolio, ranked #37.

GEN Financial Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • GEN Financial Management held 1,699 shares of Apple worth $566K as of Q3 2026.
  • GEN Financial Management sold 13 Apple shares in Q3 2026, an estimated $4.18K.
  • Apple made up 0.31% of GEN Financial Management's portfolio in Q3 2026, its #37 holding.
  • GEN Financial Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.