Geneos Wealth Management Inc. Apple Inc. Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Apple Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 236,784 shares of AAPL stock, worth $58.7 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
236,784
Previous 187,838 26.06%
Holding current value
$58.7 Million
Previous $41.7 Million 16.43%
% of portfolio
1.24%
Previous 1.45%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$172.42 - $223.89 $8.44 Million - $11 Million
48,946 Added 26.06%
236,784 $48.6 Million
Q1 2025

May 21, 2025
SELL
$209.68 - $247.1 $19.7 Million - $23.2 Million
-93,891 Reduced 33.33%
187,838 $41.7 Million
Q1 2025

May 07, 2025
BUY
$209.68 - $247.1 $25.3 Million - $29.8 Million
120,663 Added 74.92%
281,729 $62.6 Million
Q4 2024

Jan 21, 2025
SELL
$221.69 - $259.02 $4.92 Million - $5.75 Million
-22,188 Reduced 12.11%
161,066 $40.3 Million
Q3 2024

Nov 14, 2024
BUY
$207.23 - $234.82 $2.2 Million - $2.49 Million
10,616 Added 6.15%
183,254 $42.7 Million
Q2 2024

Jul 23, 2024
SELL
$165.0 - $216.67 $137,280 - $180,269
-832 Reduced 0.48%
172,638 $36.4 Million
Q1 2024

May 03, 2024
SELL
$169.0 - $195.18 $1.5 Million - $1.73 Million
-8,878 Reduced 4.87%
173,470 $29.7 Million
Q4 2023

Jan 26, 2024
SELL
$166.89 - $198.11 $4.12 Million - $4.89 Million
-24,676 Reduced 11.92%
182,348 $35.1 Million
Q3 2023

Oct 11, 2023
SELL
$170.43 - $196.45 $58.1 Million - $67 Million
-341,006 Reduced 62.22%
207,024 $35.4 Million
Q2 2023

Aug 08, 2023
BUY
$160.1 - $193.97 $56.1 Million - $68 Million
350,639 Added 177.64%
548,030 $106 Million
Q1 2023

Apr 25, 2023
SELL
$125.02 - $164.9 $3.47 Million - $4.58 Million
-27,778 Reduced 12.34%
197,391 $32.5 Million
Q4 2022

Jan 30, 2023
SELL
$126.04 - $155.74 $48,525 - $59,959
-385 Reduced 0.17%
225,169 $29.3 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $37.9 Million - $47.8 Million
-274,066 Reduced 54.85%
225,554 $31.2 Million
Q2 2022

Jul 22, 2022
SELL
$130.06 - $178.44 $1.29 Million - $1.77 Million
-9,919 Reduced 1.95%
499,620 $68.3 Million
Q1 2022

May 16, 2022
SELL
$150.62 - $182.01 $7.67 Million - $9.27 Million
-50,954 Reduced 9.09%
509,539 $89 Million
Q4 2021

Feb 09, 2022
SELL
$139.14 - $180.33 $6.4 Million - $8.3 Million
-46,026 Reduced 7.59%
560,493 $99.5 Million
Q3 2021

Nov 09, 2021
SELL
$137.27 - $156.69 $3.41 Million - $3.89 Million
-24,843 Reduced 3.93%
606,519 $86.5 Million
Q2 2021

Jul 08, 2021
SELL
$122.77 - $136.96 $13.1 Million - $14.7 Million
-107,009 Reduced 14.49%
631,362 $88.4 Million
Q1 2021

Jun 17, 2021
BUY
$116.36 - $143.16 $6.1 Million - $7.51 Million
52,441 Added 7.65%
738,371 $97.1 Million
Q4 2020

May 19, 2021
BUY
$108.77 - $136.69 $9.5 Million - $11.9 Million
87,385 Added 14.6%
685,930 $72.4 Million
Q3 2020

Sep 07, 2021
BUY
$91.03 - $134.18 $40.9 Million - $60.3 Million
449,758 Added 302.28%
598,545 $67.2 Million
Q2 2020

Sep 07, 2021
SELL
$60.23 - $91.63 $150,514 - $228,983
-2,499 Reduced 1.65%
148,787 $52.6 Million
Q1 2020

Sep 07, 2021
BUY
$56.09 - $81.8 $70,897 - $103,395
1,264 Added 0.84%
151,286 $37.5 Million
Q4 2019

Sep 07, 2021
SELL
$54.74 - $73.41 $280,597 - $376,299
-5,126 Reduced 3.3%
150,022 $43.5 Million
Q3 2019

Sep 07, 2021
SELL
$48.33 - $55.99 $217,919 - $252,458
-4,509 Reduced 2.82%
155,148 $33.9 Million
Q2 2019

Sep 07, 2021
SELL
$43.33 - $52.94 $171,716 - $209,801
-3,963 Reduced 2.42%
159,657 $31.6 Million
Q1 2019

Sep 07, 2021
SELL
$35.55 - $48.77 $141,133 - $193,616
-3,970 Reduced 2.37%
163,620 $31.1 Million
Q4 2018

Sep 07, 2021
SELL
$36.71 - $58.02 $18,465 - $29,184
-503 Reduced 0.3%
167,590 $26.2 Million
Q3 2018

Sep 07, 2021
BUY
$45.98 - $57.09 $483,479 - $600,301
10,515 Added 6.67%
168,093 $37.9 Million
Q2 2018

Sep 07, 2021
SELL
$40.58 - $48.49 $400,402 - $478,450
-9,867 Reduced 5.89%
157,578 $29.2 Million
Q1 2018

Sep 07, 2021
SELL
$38.79 - $45.43 $157,099 - $183,991
-4,050 Reduced 2.36%
167,445 $28.1 Million
Q4 2017

Sep 07, 2021
BUY
$38.37 - $44.1 $240,695 - $276,639
6,273 Added 3.8%
171,495 $29 Million
Q3 2017

Sep 07, 2021
BUY
$37.18 - $41.01 $2,267 - $2,501
61 Added 0.04%
165,222 $25.5 Million
Q2 2017

Sep 07, 2021
BUY
N/A
3,959 Added 2.46%
165,161 $23.8 Million
Q1 2017

Sep 07, 2021
BUY
N/A
15,130 Added 10.36%
161,202 $23.2 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-5,272 Reduced 3.48%
146,072 $16.9 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-1,104 Reduced 0.72%
151,344 $17.1 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-4,790 Reduced 3.05%
152,448 $14.6 Million
Q1 2016

Sep 07, 2021
BUY
N/A
157,238
157,238 $17.3 Million

Others Institutions Holding AAPL

# of Institutions
6,487
Shares Held
9.35B
Call Options Held
174M
Put Options Held
173M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.98T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email