Geneos Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.2M | Sell |
189,739
-10,265
| -5% | -$2.67M | 1.12% | 9 |
|
|
2025
Q4 | $54.4M | Sell |
200,004
-2,244
| -1% | -$602K | 1.33% | 5 |
|
|
2025
Q3 | $51.5M | Sell |
202,248
-34,536
| -15% | -$7.8M | 1.31% | 8 |
|
|
2025
Q2 | $48.6M | Sell |
236,784
-232,783
| -50% | -$47M | 1.19% | 6 |
|
|
2025
Q1 | $104M | Buy |
469,567
+308,501
| +192% | +$71.5M | 1.5% | 4 |
|
|
2024
Q4 | $40.3M | Sell |
161,066
-22,188
| -12% | -$5.23M | 1.41% | 6 |
|
|
2024
Q3 | $42.7M | Buy |
183,254
+10,616
| +6% | +$2.37M | 1.63% | 5 |
|
|
2024
Q2 | $36.4M | Sell |
172,638
-832
| -0.5% | -$155K | 1.61% | 5 |
|
|
2024
Q1 | $29.7M | Sell |
173,470
-8,878
| -5% | -$1.61M | 1.36% | 9 |
|
|
2023
Q4 | $35.1M | Sell |
182,348
-24,676
| -12% | -$4.56M | 1.73% | 5 |
|
|
2023
Q3 | $35.4M | Sell |
207,024
-341,006
| -62% | -$62.5M | 1.83% | 4 |
|
|
2023
Q2 | $14.1M | Buy |
548,030
+350,639
| +178% | +$61.1M | 0.74% | 24 |
|
|
2023
Q1 | $32.5M | Sell |
197,391
-27,778
| -12% | -$4.1M | 1.98% | 5 |
|
|
2022
Q4 | $29.3M | Sell |
225,169
-385
| -0.2% | -$55K | 1.77% | 6 |
|
|
2022
Q3 | $31.2M | Sell |
225,554
-274,066
| -55% | -$43M | 2.15% | 5 |
|
|
2022
Q2 | $69.4M | Sell |
499,620
-9,919
| -2% | -$1.5M | 3.43% | 2 |
|
|
2022
Q1 | $89M | Sell |
509,539
-50,954
| -9% | -$8.57M | 3.82% | 1 |
|
|
2021
Q4 | $99.5M | Sell |
560,493
-46,026
| -8% | -$7.27M | 3.79% | 1 |
|
|
2021
Q3 | $86.5M | Sell |
606,519
-24,843
| -4% | -$3.66M | 3.31% | 2 |
|
|
2021
Q2 | $88.4M | Sell |
631,362
-107,009
| -14% | -$13.9M | 3.45% | 2 |
|
|
2021
Q1 | $97.1M | Buy |
738,371
+52,441
| +8% | +$6.73M | 2.71% | 2 |
|
|
2020
Q4 | $72.4M | Buy |
685,930
+87,385
| +15% | +$10.5M | 2.91% | 2 |
|
|
2020
Q3 | $67.2M | Buy |
598,545
+3,397
| +0.6% | +$371K | 3.48% | 2 |
|
|
2020
Q2 | $52.6M | Sell |
595,148
-9,996
| -2% | -$775K | 2.93% | 2 |
|
|
2020
Q1 | $37.5M | Buy |
605,144
+5,056
| +0.8% | +$372K | 2.52% | 3 |
|
|
2019
Q4 | $43.5M | Sell |
600,088
-20,504
| -3% | -$1.32M | 2.32% | 3 |
|
|
2019
Q3 | $33.9M | Sell |
620,592
-18,036
| -3% | -$943K | 2.03% | 4 |
|
|
2019
Q2 | $31.6M | Sell |
638,628
-15,852
| -2% | -$772K | 1.96% | 4 |
|
|
2019
Q1 | $31.1M | Sell |
654,480
-15,880
| -2% | -$674K | 2.05% | 3 |
|
|
2018
Q4 | $26.2M | Sell |
670,360
-2,012
| -0.3% | -$97.5K | 1.94% | 3 |
|
|
2018
Q3 | $37.9M | Buy |
672,372
+42,060
| +7% | +$2.19M | 2.53% | 3 |
|
|
2018
Q2 | $29.2M | Sell |
630,312
-39,468
| -6% | -$1.79M | 2.27% | 4 |
|
|
2018
Q1 | $28.1M | Sell |
669,780
-16,200
| -2% | -$697K | 2.45% | 2 |
|
|
2017
Q4 | $29M | Buy |
685,980
+25,092
| +4% | +$1.05M | 2.59% | 3 |
|
|
2017
Q3 | $25.5M | Buy |
660,888
+244
| +0% | +$9.47K | 2.53% | 3 |
|
|
2017
Q2 | $23.8M | Buy |
660,644
+15,836
| +2% | +$585K | 2.44% | 3 |
|
|
2017
Q1 | $23.2M | Buy |
644,808
+60,520
| +10% | +$1.99M | 2.41% | 3 |
|
|
2016
Q4 | $16.9M | Sell |
584,288
-21,088
| -3% | -$598K | 2.23% | 2 |
|
|
2016
Q3 | $17.1M | Sell |
605,376
-4,416
| -0.7% | -$117K | 2.3% | 2 |
|
|
2016
Q2 | $14.6M | Sell |
609,792
-19,160
| -3% | -$476K | 2.12% | 2 |
|
|
2016
Q1 | $17.3M | Buy |
+628,952
| New | +$15.7M | 2.64% | 2 |
|
Other funds holding AAPL
VCM
VPM
Geneos Wealth Management's AAPL Position: Q1 2026 in Review
Geneos Wealth Management reduced its Apple (AAPL) stake by 5.1% in Q1 2026, selling an estimated $2.67M and leaving 189,739 shares worth $48.2M. The position accounts for 1.12% of the portfolio, ranked #9.
Geneos Wealth Management first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $104M in Q1 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Geneos Wealth Management held 189,739 shares of Apple worth $48.2M as of Q1 2026.
- Geneos Wealth Management sold 10,265 Apple shares in Q1 2026, an estimated $2.67M.
- Apple made up 1.12% of Geneos Wealth Management's portfolio in Q1 2026, its #9 holding.
- Geneos Wealth Management first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Apple position peaked at $104M in Q1 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.