Genesis Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.71M Hold
2025
Q1
$1.85M Hold
2024
Q4
$2.09M Buy
2015
Q2
$492K Buy
2015
Q1
$435K Buy
2014
Q4
$443K Buy