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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gen-Wealth Partners's AAPL Position: Q1 2026 in Review

Gen-Wealth Partners increased its Apple (AAPL) stake by 4% in Q1 2026, buying an estimated $105K and bringing the position to 10,631 shares worth $2.7M. The position accounts for 0.85% of the portfolio, ranked #26.

Gen-Wealth Partners first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.78M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Gen-Wealth Partners held 10,631 shares of Apple worth $2.7M as of Q1 2026.
  • Gen-Wealth Partners bought 404 Apple shares in Q1 2026, an estimated $105K.
  • Apple made up 0.85% of Gen-Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Gen-Wealth Partners first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Apple position peaked at $2.78M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.