Gen-Wealth Partners Inc: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gen-Wealth Partners Inc on AAPL, newest first. How the timeline and the estimate are built.
Gen-Wealth Partners Inc held 10,454 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 10,454 sharesChange vs previous 13F -177 shares
0.84% of the 13F portfolio, value $3,025,100.
13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,631 sharesChange vs previous 13F +404 shares
0.85% of the 13F portfolio, value $2,697,975.
13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,227 sharesChange vs previous 13F -525 shares
0.89% of the 13F portfolio, value $2,780,378.
13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,752 sharesChange vs previous 13F +1,733 shares
0.92% of the 13F portfolio, value $2,737,787.
13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,019 sharesChange vs previous 13F +400 shares
0.71% of the 13F portfolio, value $1,850,401.
13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,619 sharesChange vs previous 13F +449 shares
0.8% of the 13F portfolio, value $1,914,506.
13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,170 sharesChange vs previous 13F +27 shares
0.88% of the 13F portfolio, value $2,045,891.
13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,143 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $1,873,664.
13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).