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Apple shares owned by TriaGen Wealth Management

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

Historical chart of TriaGen Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $40M 172k 233.00
2024-06-30 $15M 73k 210.62
2024-03-31 $13M 75k 171.48
2023-12-31 $15M 77k 192.53
2023-09-30 $12M 72k 171.21
2023-06-30 $14M 72k 193.97
2023-03-31 $12M 70k 164.90
2022-12-31 $9.1M 70k 129.93
2022-09-30 $9.6M 70k 138.19
2022-06-30 $9.5M 69k 136.72
2022-03-31 $12M 70k 174.61
2021-12-31 $15M 81k 177.57
2021-09-30 $12M 81k 141.50
2021-06-30 $12M 81k 145.86
2021-03-31 $8.6M 70k 122.14
2020-12-31 $9.3M 70k 132.69