Number of Shares
41,845.00
Current Holdings Value*
$9.29 Mil
% of Portfolio
4.65%
Total Estimate Gain
$8.49 Mil
% of Total Estimate Gain
68.83%

Genesee Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Genesee Capital Advisors, LLC held 41,845.00 shares of Apple Inc(AAPL), totaling $9.29 Mil. This investment constitutes 4.65% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Genesee Capital Advisors, LLC has made 7 purchases of AAPL, at an average price of $88.42, for a total of 139,546.00 shares. In addition, there have been 18 sales at an average price of $122.77 for 97,701.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Genesee Capital Advisors, LLC's estimated gain on his AAPL holdings is $8.49 Mil, reflecting a 68.83% gain to date.

Genesee Capital Advisors, LLC AAPL ($211.18) Holding Chart

Genesee Capital Advisors, LLC AAPL ($211.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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