Gen-Wealth Partners
AAPL icon

Gen-Wealth Partners’s Apple AAPL Stock Holding History

Gen-Wealth Partners’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
Q2 		$3.03M Sell
10,454
-177
-2% -$50.6K 0.84% 27
2026
Q1 		$2.7M Buy
10,631
+404
+4% +$105K 0.85% 26
2025
Q4 		$2.78M Sell
10,227
-525
-5% -$141K 0.89% 22
2025
Q3 		$2.74M Buy
10,752
+1,733
+19% +$391K 0.92% 18
2025
Q2 		$1.85M Buy
9,019
+400
+5% +$80.8K 0.71% 28
2025
Q1 		$1.91M Buy
8,619
+449
+5% +$104K 0.8% 27
2024
Q4 		$2.05M Buy
8,170
+27
+0.3% +$6.36K 0.88% 18
2024
Q3 		$1.87M Sell
8,143
-912
-10% -$204K 0.82% 20
2024
Q2 		$1.91M Buy
9,055
+186
+2% +$34.7K 0.92% 19
2024
Q1 		$1.52M Buy
+8,869
New +$1.61M 0.75% 28

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gen-Wealth Partners's AAPL Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $50.6K and leaving 10,454 shares worth $3.03M. The position accounts for 0.84% of the portfolio, ranked #27.

Gen-Wealth Partners first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,163 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gen-Wealth Partners held 10,454 shares of Apple worth $3.03M as of Q2 2026.
  • Gen-Wealth Partners sold 177 Apple shares in Q2 2026, an estimated $50.6K.
  • Apple made up 0.84% of Gen-Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Gen-Wealth Partners first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,163 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.