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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Genesis Wealth Advisors's AAPL Position: Q1 2026 in Review

Genesis Wealth Advisors held its Apple (AAPL) position steady in Q1 2026 at 8,358 shares worth $2.12M. The position accounts for 1.42% of the portfolio, ranked #18.

Genesis Wealth Advisors first reported a position in AAPL in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.27M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Genesis Wealth Advisors held 8,358 shares of Apple worth $2.12M as of Q1 2026.
  • Genesis Wealth Advisors left its Apple share count unchanged in Q1 2026.
  • Apple made up 1.42% of Genesis Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Genesis Wealth Advisors first reported a position in Apple in Q4 2014 and has held it in 9 quarters since.
  • Genesis Wealth Advisors's Apple position peaked at $2.27M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.