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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Gen-Wealth Partners's DIS Position: Q1 2026 in Review

Gen-Wealth Partners increased its Walt Disney (DIS) stake by 15% in Q1 2026, buying an estimated $296K and bringing the position to 21,437 shares worth $2.07M. The position accounts for 0.65% of the portfolio, ranked #43.

Gen-Wealth Partners first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.12M in Q4 2025. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Gen-Wealth Partners held 21,437 shares of Walt Disney worth $2.07M as of Q1 2026.
Gen-Wealth Partners bought 2,805 Walt Disney shares in Q1 2026, an estimated $296K.
Walt Disney made up 0.65% of Gen-Wealth Partners's portfolio in Q1 2026, its #43 holding.
Gen-Wealth Partners first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Walt Disney position peaked at $2.12M in Q4 2025.
2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.