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Apple shares owned by GEN Financial Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by GEN Financial Management from 13F filings

Historical chart of GEN Financial Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by GEN Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 1.2k 254.63
2025-06-30 $255k 1.2k 205.17
2025-03-31 $397k 1.8k 222.10
2024-12-31 $463k 1.8k 250.38

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for GEN Financial Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple