Apple shares owned by AllGen Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by AllGen Financial Advisors
from 13F filings
Historical chart of AllGen Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by AllGen Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 6.2k | 271.87 |
| 2025-09-30 | $2.3M | 9.0k | 254.64 |
| 2025-06-30 | $1.9M | 9.0k | 205.18 |
| 2025-03-31 | $2.0M | 8.9k | 222.14 |
| 2024-12-31 | $2.2M | 8.8k | 250.43 |
| 2024-09-30 | $2.0M | 8.8k | 233.00 |
| 2024-06-30 | $1.6M | 7.5k | 210.61 |
| 2024-03-31 | $1.3M | 7.5k | 171.48 |
| 2023-12-31 | $1.4M | 7.5k | 192.52 |
| 2023-09-30 | $1.3M | 7.7k | 171.20 |
| 2023-06-30 | $2.0M | 11k | 193.97 |
| 2023-03-31 | $1.3M | 7.7k | 164.91 |
| 2022-12-31 | $995k | 7.7k | 129.92 |
| 2022-09-30 | $1.3M | 9.3k | 138.20 |
| 2022-06-30 | $1.3M | 9.5k | 136.72 |
| 2022-03-31 | $1.7M | 9.5k | 174.62 |
| 2021-12-31 | $1.5M | 8.7k | 177.57 |
| 2021-09-30 | $1.1M | 7.9k | 141.50 |
| 2021-06-30 | $1.3M | 9.2k | 136.97 |
| 2021-03-31 | $1.0M | 8.5k | 122.15 |
| 2020-12-31 | $1.2M | 9.3k | 132.68 |