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VestGen Advisors, LLC → AAPL

VestGen Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
9
Latest value
$216K
Q3 2026
Peak value
$105.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$78.6M
Q4 2025$76.1M
Q1 2026$95.4M
Q1 2026$264K
Q2 2026$90M
Q2 2026$256K
Q3 2026$105.6M
Q3 2026$999K
Q3 2026$216K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$216K2.7K——
Q3 2026$999K3.0K——
Q3 2026$105.6M317.1K——
Q2 2026$256K3.1K——
Q2 2026$90M311.0K——
Q1 2026$264K3.1K——
Q1 2026$95.4M323.7K——
Q4 2025$76.1M279.9K——
Q3 2025$78.6M308.8K——

Other funds holding AAPL

Other VestGen Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$245.1M
VGES

VANGUARD INDEX FDS

$170.3M
VGES

VANGUARD INDEX FDS

$136.8M
VGES

VANGUARD INDEX FDS

$133.1M
VGES

VANGUARD INDEX FDS

$126.6M
SPY

SPDR S&P 500 ETF TR

$119.1M
QQQ

INVESCO QQQ TR

$107.6M
QQQ

INVESCO QQQ TR

$102.8M