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Genesis Wealth Advisors’s Apple AAPL Stock Holding History

Genesis Wealth Advisors’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 		$2.42M Hold
8,358
– – 1.45% 15
2026
Q1 		$2.12M Hold
8,358
– – 1.42% 18
2025
Q4 		$2.27M Hold
8,358
– – 1.56% 16
2025
Q3 		$2.13M Buy
8,358
+25
+0.3% +$5.65K 1.5% 16
2025
Q2 		$1.71M Hold
8,333
– – 1.28% 18
2025
Q1 		$1.85M Hold
8,333
– – 1.5% 19
2024
Q4 		$2.09M Buy
+8,333
New +$1.96M 1.82% 19
2015
Q2 		$492K Buy
15,692
+1,696
+12% +$54.2K 0.4% 28
2015
Q1 		$435K Buy
13,996
+252
+2% +$7.61K 0.36% 34
2014
Q4 		$443K Buy
+13,744
New +$374K 0.35% 35

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Genesis Wealth Advisors's AAPL Position: Q2 2026 in Review

Genesis Wealth Advisors held its Apple (AAPL) position steady in Q2 2026 at 8,358 shares worth $2.42M. The position accounts for 1.45% of the portfolio, ranked #15.

Genesis Wealth Advisors first reported a position in AAPL in Q4 2014 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Genesis Wealth Advisors held 8,358 shares of Apple worth $2.42M as of Q2 2026.
  • Genesis Wealth Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.45% of Genesis Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Genesis Wealth Advisors first reported a position in Apple in Q4 2014 and has held it in 10 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.