Position in DIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,275,638
+$209,540 QoQ
Shares Held
23,643
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,005
of 2,924 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,425,951 across 4 Entertainment names. DIS ranks #1 (93.8% of the industry book) .
All Filings in DIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,638 | 23,643 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,066,098 | 21,437 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,119,762 | 18,632 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,663,685 | 14,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,580,135 | 12,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,223,386 | 12,395 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,266,606 | 11,375 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,103,587 | 11,473 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,265,351 | 12,744 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,478,842 | 12,086 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||