Position in DIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,362,397
+$133,186 QoQ
Shares Held
34,934
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#841
of 2,924 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026TriaGen Wealth Management LLC holds $4,342,631 across 2 Entertainment names. DIS ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
34,934 | $3,362,397 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
36,768 | $980,234 |
All Filings in DIS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,362,397 | 34,934 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,229,211 | 33,505 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,710,267 | 32,612 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,818,575 | 33,350 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,710,255 | 29,919 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,825,287 | 28,625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,201,089 | 28,748 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,715,732 | 28,233 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,416,222 | 24,335 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,780,019 | 22,720 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,100,725 | 12,191 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $843,163 | 10,403 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $925,208 | 10,363 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,037,647 | 10,363 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $900,163 | 10,361 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $958,015 | 10,156 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $948,153 | 10,044 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,374,754 | 10,023 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,552,462 | 10,023 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,692,207 | 10,003 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,758,227 | 10,003 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,839,295 | 9,968 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,807,814 | 9,978 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||