Walt Disney Company shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.4M | 25k | 99.29 |
| 2024-03-31 | $2.7M | 22k | 122.36 |
| 2023-12-31 | $2.2M | 24k | 90.29 |
| 2023-09-30 | $2.1M | 26k | 81.05 |
| 2023-06-30 | $2.2M | 24k | 89.28 |
| 2023-03-31 | $2.1M | 21k | 100.13 |
| 2022-12-31 | $1.8M | 21k | 86.88 |
| 2022-09-30 | $1.8M | 19k | 94.31 |
| 2022-06-30 | $2.9M | 30k | 96.12 |
| 2022-03-31 | $4.2M | 31k | 137.16 |
| 2021-12-31 | $5.2M | 34k | 154.88 |
| 2021-09-30 | $11M | 64k | 176.09 |
| 2021-06-30 | $11M | 60k | 177.10 |
| 2021-03-31 | $15M | 78k | 186.02 |
| 2020-12-31 | $12M | 79k | 148.40 |
| 2020-09-30 | $7.7M | 62k | 124.06 |
| 2020-06-30 | $6.9M | 64k | 109.09 |
| 2020-03-31 | $5.3M | 55k | 96.44 |
| 2019-12-31 | $7.8M | 54k | 145.74 |
| 2019-09-30 | $6.6M | 51k | 129.96 |
| 2019-06-30 | $6.9M | 49k | 139.67 |
| 2019-03-31 | $5.1M | 46k | 111.02 |
| 2018-12-31 | $4.8M | 45k | 107.92 |
| 2018-09-30 | $5.4M | 46k | 116.95 |
| 2018-06-30 | $4.2M | 41k | 104.84 |
| 2018-03-31 | $3.7M | 37k | 100.43 |
| 2017-12-31 | $3.7M | 35k | 107.49 |
| 2017-09-30 | $3.3M | 33k | 98.68 |
| 2017-06-30 | $3.5M | 33k | 106.34 |
| 2017-03-31 | $3.4M | 29k | 113.85 |
| 2016-12-31 | $2.9M | 28k | 104.21 |
| 2016-09-30 | $2.5M | 27k | 92.85 |
| 2016-06-30 | $2.7M | 27k | 98.03 |
| 2016-03-31 | $2.6M | 27k | 99.06 |