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Golden State Wealth Management, LLC → AAPL

Golden State Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
15
Latest value
$940K
Q3 2026
Peak value
$32.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$27.4M
Q3 2025$5.2M
Q3 2025$914K
Q4 2025$5.3M
Q4 2025$28.8M
Q4 2025$906K
Q1 2026$26.2M
Q1 2026$4.8M
Q1 2026$956K
Q2 2026$29.2M
Q2 2026$5.6M
Q2 2026$969K
Q3 2026$32.1M
Q3 2026$6.2M
Q3 2026$940K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$940K11.7K——
Q3 2026$6.2M18.7K——
Q3 2026$32.1M96.3K——
Q2 2026$969K11.7K——
Q2 2026$5.6M19.2K——
Q2 2026$29.2M101.0K——
Q1 2026$956K11.7K——
Q1 2026$4.8M18.9K——
Q1 2026$26.2M103.4K——
Q4 2025$906K11.7K——
Q4 2025$28.8M106.1K——
Q4 2025$5.3M19.5K——
Q3 2025$914K11.7K——
Q3 2025$5.2M20.4K——
Q3 2025$27.4M107.7K——

Other funds holding AAPL

Other Golden State Wealth Management, LLC positions

ETHA

ISHARES CORE

$82.2M
ETHA

ISHARES CORE

$79.1M
ETHA

ISHARES CORE

$67.5M
ETHA

ISHARES CORE

$65.3M
ETHA

ISHARES CORE

$64.7M
SPY

STATE STREET

$54.6M
SPY

SPDR S&P

$53.7M
SPY

SPDR S&P

$53.4M