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CGC Financial Services, LLC → AAPL
CGC Financial Services, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $4.2M |
| Q1 2026 | $3.7M |
| Q2 2026 | $4.7M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 15.7K | — | — |
| Q2 2026 | $4.7M | 16.1K | — | — |
| Q1 2026 | $3.7M | 14.7K | — | — |
| Q4 2025 | $4.2M | 15.3K | — | — |
| Q3 2025 | $3.7M | 14.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other CGC Financial Services, LLC positions
NOC
$58.3MJANUS HENDERSON AAA CLO ETF
NOC
$57.1MJANUS HENDERSON AAA CLO ETF
SCHW-PJ
$53.9MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$52.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$49.6MSCHWAB US DIVIDEND EQUITY ETF
ETHA
$48.7MISHARES S&P 500 GROWTH ETF
FIS
$48MFIDELITY ENHANCED INTERNATIONAL ETF
FIS
$47.8MFIDELITY ENHANCED INTERNATIONAL ETF