GEN Financial Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
1,241
-545
-31% -$112K 0.21% 41
2025
Q1
$397K Sell
1,786
-61
-3% -$13.5K 0.27% 32
2024
Q4
$462K Buy
+1,847
New +$462K 0.3% 35