Generate Investment Management’s Apple AAPL Stock Holding History

Generate Investment 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	$82.9M	Sell	249,063 -171,363	-41%	-$55M	3.09%	8
2026 Q2	$122M	Buy	420,426 +11,383	+3%	+$3.26M	5.01%	5
2026 Q1	$104M	Buy	409,043 +116,909	+40%	+$30.4M	5.11%	6
2025 Q4	$79.4M	Sell	292,134 -79,146	-21%	-$21.2M	3.62%	7
2025 Q3	$94.5M	Buy	371,280 +186,623	+101%	+$42.2M	4.8%	3
2025 Q2	$37.9M	Buy	184,657 +2,497	+1%	+$504K	2.1%	14
2025 Q1	$40.5M	Buy	182,160 +5,618	+3%	+$1.3M	2.84%	7
2024 Q4	$44.2M	Sell	176,542 -88,052	-33%	-$20.8M	3.09%	5
2024 Q3	$61.6M	Buy	264,594 +9,259	+4%	+$2.07M	4.12%	5
2024 Q2	$53.8M	Buy	255,335 +49,673	+24%	+$9.26M	3.16%	6
2024 Q1	$35.3M	Buy	205,662 +47,818	+30%	+$8.69M	2.56%	11
2023 Q4	$30.4M	Buy	+157,844	New	+$29.1M	2.63%	9

Other funds holding AAPL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Generate Investment Management's AAPL Position: Q3 2026 in Review

Generate Investment Management reduced its Apple (AAPL) stake by 41% in Q3 2026, selling an estimated $55M and leaving 249,063 shares worth $82.9M. The position accounts for 3.09% of the portfolio, ranked #8.

Generate Investment Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $122M in Q2 2026. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Generate Investment Management held 249,063 shares of Apple worth $82.9M as of Q3 2026.
Generate Investment Management sold 171,363 Apple shares in Q3 2026, an estimated $55M.
Apple made up 3.09% of Generate Investment Management's portfolio in Q3 2026, its #8 holding.
Generate Investment Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
Generate Investment Management's Apple position peaked at $122M in Q2 2026.
822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.