GenWealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.69M | Sell |
19,656
-281
| -1% | -$80.4K | 0.89% | 22 |
|
|
2026
Q1 | $5.06M | Buy |
19,937
+50
| +0.3% | +$13K | 0.87% | 19 |
|
|
2025
Q4 | $5.22M | Buy |
19,887
+9,441
| +90% | +$2.53M | 0.89% | 23 |
|
|
2025
Q3 | $2.66M | Sell |
10,446
-493
| -5% | -$111K | 0.5% | 30 |
|
|
2025
Q2 | $2.24M | Buy |
10,939
+323
| +3% | +$65.2K | 0.45% | 30 |
|
|
2025
Q1 | $2.36M | Buy |
10,616
+1,301
| +14% | +$301K | 0.52% | 28 |
|
|
2024
Q4 | $2.33M | Sell |
9,315
-321
| -3% | -$75.7K | 0.53% | 32 |
|
|
2024
Q3 | $2.25M | Sell |
9,636
-784
| -8% | -$175K | 0.52% | 32 |
|
|
2024
Q2 | $2.19M | Sell |
10,420
-247
| -2% | -$46.1K | 0.54% | 32 |
|
|
2024
Q1 | $1.83M | Buy |
10,667
+120
| +1% | +$21.8K | 0.46% | 33 |
|
|
2023
Q4 | $2.03M | Buy |
10,547
+132
| +1% | +$24.4K | 0.56% | 32 |
|
|
2023
Q3 | $1.78M | Buy |
10,415
+564
| +6% | +$103K | 0.54% | 33 |
|
|
2023
Q2 | $1.91M | Buy |
9,851
+1
| +0% | +$174 | 0.55% | 31 |
|
|
2023
Q1 | $1.62M | Hold |
9,850
| – | – | 0.5% | 33 |
|
|
2022
Q4 | $1.28M | Buy |
9,850
+1
| +0% | +$143 | 0.42% | 37 |
|
|
2022
Q3 | $1.36M | Hold |
9,849
| – | – | 0.46% | 29 |
|
|
2022
Q2 | $1.35M | Buy |
9,849
+1
| +0% | +$151 | 0.43% | 28 |
|
|
2022
Q1 | $1.72M | Sell |
9,848
-293
| -3% | -$49.3K | 0.48% | 28 |
|
|
2021
Q4 | $1.8M | Buy |
10,141
+293
| +3% | +$46.3K | 0.49% | 28 |
|
|
2021
Q3 | $1.39M | Sell |
9,848
-434
| -4% | -$63.9K | 0.41% | 28 |
|
|
2021
Q2 | $1.41M | Buy |
10,282
+9
| +0.1% | +$1.17K | 0.42% | 28 |
|
|
2021
Q1 | $1.25M | Sell |
10,273
-1,667
| -14% | -$214K | 0.4% | 30 |
|
|
2020
Q4 | $1.58M | Sell |
11,940
-340
| -3% | -$40.9K | 0.52% | 31 |
|
|
2020
Q3 | $1.41M | Sell |
12,280
-76
| -0.6% | -$8.29K | 0.51% | 31 |
|
|
2020
Q2 | $1.13M | Sell |
12,356
-40
| -0.3% | -$3.1K | 0.44% | 33 |
|
|
2020
Q1 | $788K | Sell |
12,396
-196
| -2% | -$14.4K | 0.34% | 25 |
|
|
2019
Q4 | $924K | Hold |
12,592
| – | – | 0.36% | 32 |
|
|
2019
Q3 | $705K | Sell |
12,592
-4
| -0% | -$209 | 0.29% | 34 |
|
|
2019
Q2 | $638K | Buy |
12,596
+320
| +3% | +$15.6K | 0.27% | 37 |
|
|
2019
Q1 | $586K | Buy |
12,276
+280
| +2% | +$11.9K | 0.27% | 35 |
|
|
2018
Q4 | $473K | Hold |
11,996
| – | – | 0.24% | 33 |
|
|
2018
Q3 | $687K | Buy |
11,996
+4
| +0% | +$208 | 0.32% | 30 |
|
|
2018
Q2 | $551K | Buy |
11,992
+168
| +1% | +$7.62K | 0.27% | 32 |
|
|
2018
Q1 | $495K | Buy |
11,824
+80
| +0.7% | +$3.44K | 0.25% | 33 |
|
|
2017
Q4 | $519K | Buy |
+11,744
| New | +$491K | 0.26% | 35 |
|
Other funds holding AAPL
GenWealth Group's AAPL Position: Q2 2026 in Review
GenWealth Group reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $80.4K and leaving 19,656 shares worth $5.69M. The position accounts for 0.89% of the portfolio, ranked #22.
GenWealth Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- GenWealth Group held 19,656 shares of Apple worth $5.69M as of Q2 2026.
- GenWealth Group sold 281 Apple shares in Q2 2026, an estimated $80.4K.
- Apple made up 0.89% of GenWealth Group's portfolio in Q2 2026, its #22 holding.
- GenWealth Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.