AAPL APPLE INC COM

Ownership history in GenWealth Group, Inc.  ·  33 quarters on record

This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.89% (2025 Q4)
Avg. % of fund
0.44%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,887 +9,441 +90.4% 0.89% $5.2M $271.61
2025 Q3 REDUCED 10,446 -493 -4.5% 0.50% $2.7M $254.15
2025 Q2 ADDED 10,939 +323 +3.0% 0.45% $2.2M $204.55
2025 Q1 ADDED 10,616 +1,301 +14.0% 0.52% $2.4M $221.17
2024 Q4 REDUCED 9,315 -321 -3.3% 0.53% $2.3M $249.06
2024 Q3 REDUCED 9,636 -784 -7.5% 0.52% $2.2M $231.48
2024 Q2 REDUCED 10,420 -247 -2.3% 0.54% $2.2M $209.00
2024 Q1 ADDED 10,667 +120 +1.1% 0.46% $1.8M $169.93
2023 Q4 ADDED 10,547 +132 +1.3% 0.56% $2.0M $190.55
2023 Q3 ADDED 10,415 +564 +5.7% 0.54% $1.8M $169.23
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to GenWealth Group, Inc. Holdings