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GeoWealth Management, LLC

SEC CIK
0001593387
Latest filing
Jul 30, 2026

AAPL holding history

Apple Inc. in every 13F filed by GeoWealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
81,260
Value
$23.5M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of AAPL by GeoWealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,260$23.5M0.7%−3,566−4.2%ReducedHolders
Q1 202684,826$21.5M0.8%+909+1.1%AddedHolders
Q4 202583,917$22.8M0.8%+316+0.4%AddedHolders
Q3 202583,601$21.3M0.8%+1,583+1.9%AddedHolders
Q2 202582,018$16.8M0.7%−684−0.8%ReducedHolders
Q1 202582,702$18.4M0.7%−29,188−26.1%ReducedHolders
Q4 2024111,890$28.0M0.9%−2,580−2.3%ReducedHolders
Q3 2024114,470$26.7M0.9%−3,730−3.2%ReducedHolders
Q2 2024118,200$24.9M1.1%+22,095+23.0%AddedHolders
Q1 202496,105$16.5M0.6%+31,243+48.2%AddedHolders
Q4 202364,862$12.5M1.0%+48,866+305.5%AddedHolders
Q3 202315,996$2.74M0.3%+1,657+11.6%AddedHolders
Q2 202314,339$2.78M0.3%−176−1.2%ReducedHolders
Q1 202314,515$2.39M0.3%−4,283−22.8%ReducedHolders
Q4 202218,798$2.44M0.3%−6,412−25.4%ReducedHolders
Q3 202225,210$3.48M0.4%+2,268+9.9%AddedHolders
Q2 202222,942$3.14M0.4%−312−1.3%ReducedHolders
Q1 202223,254$4.06M0.4%−1,639−6.6%ReducedHolders
Q4 202124,893$4.42M0.4%−1,261−4.8%ReducedHolders
Q3 202126,154$3.70M0.3%+10,365+65.6%AddedHolders
Q2 202115,789$2.16M0.3%+397+2.6%AddedHolders
Q1 202115,392$1.88M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.