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TriaGen Wealth Management LLC → AAPL
TriaGen Wealth Management LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$466K
Q3 2026
Peak value
$46.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $41.2M |
| Q4 2025 | $46.6M |
| Q1 2026 | $30.1M |
| Q2 2026 | $29.9M |
| Q3 2026 | $32.4M |
| Q3 2026 | $466K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $466K | 1.4K | — | — |
| Q3 2026 | $32.4M | 97.4K | — | — |
| Q2 2026 | $29.9M | 103.5K | — | — |
| Q1 2026 | $30.1M | 118.4K | — | — |
| Q4 2025 | $46.6M | 171.6K | — | — |
| Q3 2025 | $41.2M | 161.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B