SEC 13F Intelligence

Genesis Wealth Advisors, LLC / AAPL

Genesis Wealth Advisors, LLC’s Apple Inc Position

Does Genesis Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 8.4K shares worth $2M (+1.42% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
8.4K
% of Portfolio
+1.42%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.4K$2M+1.42%
Q4 20258.4K$2M+1.56%
Q3 20258.4K$2M+1.50%
Q2 20258.3K$2M+1.28%
Q1 20258.3K$2M+1.50%
Q4 20248.3K$2M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.