Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionGenWealth Group, Inc.
Latest Disclosed Ownership19,937 shares
Latest Disclosed Value $ 5,059,899
GenWealth Group, Inc. reports 0.25% increase in ownership of AAPL / Apple Inc.

On May 11, 2026 - GenWealth Group, Inc. filed a 13F-HR form disclosing ownership of 19,937 shares of Apple Inc. (CH:AAPL) valued at $5,059,899 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 19,887 shares of Apple Inc.. This represents a change in shares of 0.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F APPLE COM 037833100 19,937 50 0.25 5,060 -3.03 0.8657
2026-01-12 2025-12-31 13F APPLE COM 037833100 19,887 9,441 90.38 5,218 96.20 0.8896
2025-11-14 2025-09-30 13F APPLE COM 037833100 10,446 -493 -4.51 2,660 18.49 0.4953
2025-07-16 2025-06-30 13F APPLE COM 037833100 10,939 323 3.04 2,244 -4.83 0.4526
2025-04-10 2025-03-31 13F APPLE COM 037833100 10,616 1,301 13.97 2,358 1.11 0.5198
2025-01-15 2024-12-31 13F APPLE COM 037833100 9,315 -321 -3.33 2,333 3.88 0.5310
2024-10-11 2024-09-30 13F APPLE COM 037833100 9,636 -784 -7.52 2,245 2.32 0.5162
2024-07-17 2024-06-30 13F APPLE COM 037833100 10,420 -247 -2.32 2,195 19.96 0.5403
2024-04-11 2024-03-31 13F APPLE COM 037833100 10,667 120 1.14 1,829 -9.90 0.4608
2024-01-11 2023-12-31 13F APPLE COM 037833100 10,547 132 1.27 2,031 13.85 0.5610
2023-11-13 2023-09-30 13F APPLE COM 037833100 10,415 564 5.73 1,783 -6.65 0.5410
2023-07-13 2023-06-30 13F APPLE COM 037833100 9,851 1 0.01 1,911 17.61 0.5497
2023-04-11 2023-03-31 13F APPLE COM 037833100 9,850 0 0.00 1,624 26.97 0.4976
2023-01-19 2022-12-31 13F APPLE COM 037833100 9,850 1 0.01 1,280 -6.02 0.4186
2022-10-14 2022-09-30 13F APPLE INC COM COM 037833100 9,849 0 0.00 1,361 1.04 0.4609
2022-07-28 2022-06-30 13F APPLE INC COM COM 037833100 9,849 1 0.01 1,347 -21.69 0.4309
2022-05-05 2022-03-31 13F APPLE INC COM COM 037833100 9,848 -293 -2.89 1,720 -4.44 0.4771
2022-02-10 2021-12-31 13F APPLE INC COM COM 037833100 10,141 293 2.98 1,800 29.22 0.4873
2021-10-19 2021-09-30 13F APPLE INC COM COM 037833100 9,848 -434 -4.22 1,393 -1.07 0.4086
2021-07-26 2021-06-30 13F APPLE INC COM COM 037833100 10,282 9 0.09 1,408 12.28 0.4152
2021-04-26 2021-03-31 13F APPLE INC COM COM 037833100 10,273 -1,667 -13.96 1,254 -20.83 0.3982
2021-01-14 2020-12-31 13F APPLE INC COM COM 037833100 11,940 -340 -2.77 1,584 12.10 0.5248
2020-10-19 2020-09-30 13F APPLE INC COM COM 037833100 12,280 9,191 297.54 1,413 25.60 0.5109
2020-07-16 2020-06-30 13F APPLE INC COM COM 037833100 3,089 -10 -0.32 1,125 42.77 0.4366
2020-04-20 2020-03-31 13F APPLE INC COM COM 037833100 3,099 -49 -1.56 788 -14.72 0.3435
2020-01-14 2019-12-31 13F APPLE INC COM COM 037833100 3,148 0 0.00 924 31.06 0.3577
2019-10-07 2019-09-30 13F APPLE INC COM COM 037833100 3,148 -1 -0.03 705 10.50 0.2932
2019-07-10 2019-06-30 13F APPLE INC COM COM 037833100 3,149 80 2.61 638 8.87 0.2719
2019-04-08 2019-03-31 13F APPLE INC COM COM 037833100 3,069 70 2.33 586 23.89 0.2653
2019-01-11 2018-12-31 13F APPLE INC COM COM 037833100 2,999 0 0.00 473 -31.15 0.2354
2018-10-09 2018-09-30 13F APPLE INC COM COM 037833100 2,999 1 0.03 687 24.68 0.3163
2018-07-13 2018-06-30 13F APPLE INC COM COM 037833100 2,998 42 1.42 551 11.31 0.2706
2018-04-12 2018-03-31 13F APPLE INC COM COM 037833100 2,956 20 0.68 495 -4.62 0.2544
2018-02-01 2017-12-31 13F APPLE INC COM COM 037833100 2,936 2,936 519 0.2604
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.