Genesis Financial Group’s Apple AAPL Stock Holding History

Genesis Financial Group’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	–	Sell	-1,000	Closed	-$254K	–	102
2026 Q1	$254K	Buy	+1,000	New	+$260K	0.16%	86

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Genesis Financial Group's AAPL Position: Q2 2026 in Review

Genesis Financial Group reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $42.9K and leaving 3,672 shares worth $1.06M. The position accounts for 0.69% of the portfolio, ranked #33.

Genesis Financial Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,140 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Genesis Financial Group held 3,672 shares of Apple worth $1.06M as of Q2 2026.
Genesis Financial Group sold 150 Apple shares in Q2 2026, an estimated $42.9K.
Apple made up 0.69% of Genesis Financial Group's portfolio in Q2 2026, its #33 holding.
Genesis Financial Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,140 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.