GEN Financial Management’s Walt Disney DIS Stock Holding History

GEN Financial Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,871	Closed	-$208K	–	57
2024 Q4	$208K	Buy	+1,871	New	+$197K	0.14%	54

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GEN Financial Management's DIS Position: Q1 2025 in Review

GEN Financial Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,871 shares — an estimated $208K sold.

GEN Financial Management first reported a position in DIS in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

GEN Financial Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
GEN Financial Management sold 1,871 Walt Disney shares in Q1 2025, an estimated $208K.
GEN Financial Management first reported a position in Walt Disney in Q4 2024 and held it in 1 quarter.
GEN Financial Management's Walt Disney position peaked at $208K in Q4 2024.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on GEN Financial Management's 13F filing for Q1 2025, filed 16 Apr 2025.