GoalFusion Wealth Management »

Apple shares owned by GoalFusion Wealth Management

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

Historical chart of GoalFusion Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by GoalFusion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.1k 233.00
2024-06-30 $1.3M 6.1k 210.62
2024-03-31 $1.1M 6.2k 171.48
2023-12-31 $1.2M 6.2k 192.53
2023-09-30 $1.0M 6.1k 171.21
2023-06-30 $1.2M 6.1k 193.97
2023-03-31 $1.0M 6.1k 164.90
2022-12-31 $960k 6.7k 144.29
2022-03-31 $200k 1.2k 173.31
2021-12-31 $268k 2.2k 121.82

More positions owned by GoalFusion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Energy Etf (VDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for GoalFusion Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple