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Gen-Wealth Partners’s Walt Disney DIS Stock Holding History

Gen-Wealth Partners’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
2026
Q2 		$2.28M Buy
23,643
+2,206
+10% +$225K 0.63% 42
2026
Q1 		$2.07M Buy
21,437
+2,805
+15% +$296K 0.65% 43
2025
Q4 		$2.12M Buy
18,632
+4,102
+28% +$452K 0.68% 36
2025
Q3 		$1.66M Buy
14,530
+1,788
+14% +$211K 0.56% 43
2025
Q2 		$1.58M Buy
12,742
+347
+3% +$36.1K 0.61% 40
2025
Q1 		$1.22M Buy
12,395
+1,020
+9% +$110K 0.51% 52
2024
Q4 		$1.27M Sell
11,375
-98
-0.9% -$10.3K 0.54% 46
2024
Q3 		$1.09M Sell
11,473
-1,271
-10% -$117K 0.48% 46
2024
Q2 		$1.27M Buy
12,744
+658
+5% +$70.8K 0.61% 36
2024
Q1 		$1.48M Buy
+12,086
New +$1.26M 0.73% 29

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gen-Wealth Partners's DIS Position: Q2 2026 in Review

Gen-Wealth Partners increased its Walt Disney (DIS) stake by 10% in Q2 2026, buying an estimated $225K and bringing the position to 23,643 shares worth $2.28M. The position accounts for 0.63% of the portfolio, ranked #42.

Gen-Wealth Partners first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Gen-Wealth Partners held 23,643 shares of Walt Disney worth $2.28M as of Q2 2026.
  • Gen-Wealth Partners bought 2,206 Walt Disney shares in Q2 2026, an estimated $225K.
  • Walt Disney made up 0.63% of Gen-Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Gen-Wealth Partners first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.