Geneos Wealth Management Inc.

Position in DIS — Walt Disney Co

CIK 1764754 ENGLEWOOD, CO

Position in DIS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,623,481

-$605,925 QoQ

Shares Held

79,205

-7.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#559

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Communication Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $12,193,707 across 12 Entertainment names. DIS ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	79,205	$7,623,481
2	NFLX	Netflix Inc	52,290	$3,733,506
3	WBD	Warner Bros. Discovery, Inc.	10,131	$270,092
4	WMG	Warner Music Group Corp.	7,021	$190,058
5	ROKU	Roku, Inc	1,353	$186,903
6	CNK	Cinemark Holdings, Inc.	2,950	$93,603
7	SIRI	Sirius Xm Holdings Inc.	978	$28,890
8	MSGS	Madison Square Garden Sports Corp.	70	$28,128

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,623,481	79,205	-7.2%	Shares	Sole	2026-08-06
2026-03-31	$8,229,406	85,385	-5.9%	Shares	Sole	2026-05-05
2025-12-31	$10,320,873	90,717	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$10,368,891	90,558	-1.9%	Shares	Sole	2025-10-22
2025-06-30	$11,444,262	92,285	-9.7%	Shares	Sole	2025-08-18
2025-03-31	$10,088,719	102,216	+290.5%	Shares	Sole	2025-05-08
2024-12-31	$2,915,031	26,179	-5.4%	Shares	Sole	2025-01-21
2024-09-30	$2,661,577	27,670	+12.3%	Shares	Sole	2024-11-14
2024-06-30	$2,445,413	24,629	+11.4%	Shares	Sole	2024-07-23
2024-03-31	$2,704,645	22,104	-8.0%	Shares	Sole	2024-05-03
2023-12-31	$2,170,391	24,038	-7.6%	Shares	Sole	2024-01-26
2023-09-30	$2,108,921	26,020	+7.7%	Shares	Sole	2023-10-11
2023-06-30	$2,157,272	24,163	+16.6%	Shares	Sole	2023-08-08
2023-03-31	$2,074,192	20,715	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$1,793,463	20,643	+8.9%	Shares	Sole	2023-01-31
2022-09-30	$1,788,402	18,959	-36.5%	Shares	Sole	2022-11-14
2022-06-30	$2,820,483	29,878	-3.2%	Shares	Sole	2022-07-22
2022-03-31	$4,233,031	30,862	-8.5%	Shares	Sole	2022-05-16
2021-12-31	$5,226,453	33,743	-47.4%	Shares	Sole	2022-02-09
2021-09-30	$10,842,781	64,094	+6.8%	Shares	Sole	2021-11-09
2021-06-30	$10,549,188	60,017	-23.4%	Shares	Sole	2021-07-08
2021-03-31	$14,464,338	78,389	-0.7%	Shares	Sole	2021-06-17
2020-12-31	$14,301,080	78,933	+27.4%	Shares	Sole	2021-05-19
2020-09-30	$7,689,361	61,971	-2.6%	Shares	Sole	2021-09-07
2020-06-30	$7,097,723	63,651	+15.8%	Shares	Sole	2021-09-07
2020-03-31	$5,307,590	54,944	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.