Apple shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 18k | 233.00 |
| 2024-03-31 | $3.0M | 18k | 171.48 |
| 2023-12-31 | $3.4M | 18k | 192.53 |
| 2023-09-30 | $3.0M | 18k | 171.21 |
| 2023-06-30 | $3.4M | 18k | 190.69 |
| 2023-03-31 | $2.9M | 17k | 168.41 |
| 2022-12-31 | $2.3M | 18k | 129.93 |
| 2022-09-30 | $2.4M | 18k | 138.21 |
| 2022-06-30 | $2.4M | 18k | 136.71 |
| 2022-03-31 | $3.2M | 18k | 174.59 |
| 2021-12-31 | $2.5M | 14k | 177.60 |