A detailed history of Geneos Wealth Management Inc. transactions in Walt Disney CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 26,179 shares of DIS stock, worth $2.85 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,179
Previous 27,670 5.39%
Holding current value
$2.85 Million
Previous $2.66 Million 9.55%
% of portfolio
0.11%
Previous 0.1%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
$92.39 - $117.6 $137,753 - $175,341
-1,491 Reduced 5.39%
26,179 $2.92 Million
Q3 2024

Nov 14, 2024

BUY
$85.6 - $98.61 $260,309 - $299,873
3,041 Added 12.35%
27,670 $2.66 Million
Q2 2024

Jul 23, 2024

BUY
$99.29 - $122.82 $250,707 - $310,120
2,525 Added 11.42%
24,629 $2.45 Million
Q1 2024

May 03, 2024

SELL
$89.29 - $122.36 $172,686 - $236,644
-1,934 Reduced 8.05%
22,104 $2.7 Million
Q4 2023

Jan 26, 2024

SELL
$79.32 - $96.06 $157,212 - $190,390
-1,982 Reduced 7.62%
24,038 $2.17 Million
Q3 2023

Oct 11, 2023

BUY
$79.9 - $91.76 $148,374 - $170,398
1,857 Added 7.69%
26,020 $2.11 Million
Q2 2023

Aug 08, 2023

BUY
$87.82 - $102.97 $302,803 - $355,040
3,448 Added 16.64%
24,163 $2.16 Million
Q1 2023

Apr 25, 2023

BUY
$88.99 - $113.21 $6,407 - $8,151
72 Added 0.35%
20,715 $2.07 Million
Q4 2022

Jan 30, 2023

BUY
$84.16 - $106.54 $141,725 - $179,413
1,684 Added 8.88%
20,643 $1.79 Million
Q3 2022

Nov 14, 2022

SELL
$91.84 - $124.96 $1 Million - $1.36 Million
-10,919 Reduced 36.55%
18,959 $1.79 Million
Q2 2022

Jul 22, 2022

SELL
$93.29 - $138.58 $91,797 - $136,362
-984 Reduced 3.19%
29,878 $2.82 Million
Q1 2022

May 16, 2022

SELL
$129.03 - $157.89 $371,735 - $454,881
-2,881 Reduced 8.54%
30,862 $4.23 Million
Q4 2021

Feb 09, 2022

SELL
$142.15 - $177.71 $4.31 Million - $5.39 Million
-30,351 Reduced 47.35%
33,743 $5.23 Million
Q3 2021

Nov 09, 2021

BUY
$169.17 - $185.91 $689,706 - $757,955
4,077 Added 6.79%
64,094 $11.3 Million
Q2 2021

Jul 08, 2021

SELL
$169.27 - $189.73 $3.11 Million - $3.49 Million
-18,372 Reduced 23.44%
60,017 $10.6 Million
Q1 2021

Jun 17, 2021

SELL
$163.03 - $201.91 $88,688 - $109,839
-544 Reduced 0.69%
78,389 $14.6 Million
Q4 2020

May 19, 2021

BUY
$118.47 - $181.18 $2.01 Million - $3.07 Million
16,962 Added 27.37%
78,933 $11.7 Million
Q3 2020

Sep 07, 2021

SELL
$112.18 - $135.54 $188,462 - $227,707
-1,680 Reduced 2.64%
61,971 $7.69 Million
Q2 2020

Sep 07, 2021

BUY
$93.88 - $127.28 $817,413 - $1.11 Million
8,707 Added 15.85%
63,651 $6.94 Million
Q1 2020

Sep 07, 2021

BUY
$85.76 - $148.2 $105,056 - $181,545
1,225 Added 2.28%
54,944 $5.3 Million
Q4 2019

Sep 07, 2021

BUY
$128.15 - $151.64 $364,074 - $430,809
2,841 Added 5.58%
53,719 $7.83 Million
Q3 2019

Sep 07, 2021

BUY
$129.96 - $146.39 $229,769 - $258,817
1,768 Added 3.6%
50,878 $6.61 Million
Q2 2019

Sep 07, 2021

BUY
$111.96 - $142.02 $399,361 - $506,585
3,567 Added 7.83%
49,110 $6.86 Million
Q1 2019

Sep 07, 2021

BUY
$106.33 - $115.25 $79,003 - $85,630
743 Added 1.66%
45,543 $5.06 Million
Q4 2018

Sep 07, 2021

SELL
$100.35 - $118.9 $108,779 - $128,887
-1,084 Reduced 2.36%
44,800 $4.84 Million
Q3 2018

Sep 07, 2021

BUY
$104.04 - $116.94 $557,238 - $626,330
5,356 Added 13.22%
45,884 $5.37 Million
Q2 2018

Sep 07, 2021

BUY
$98.66 - $108.85 $388,128 - $428,215
3,934 Added 10.75%
40,528 $4.25 Million
Q1 2018

Sep 07, 2021

BUY
$98.54 - $112.47 $182,791 - $208,631
1,855 Added 5.34%
36,594 $3.68 Million
Q4 2017

Sep 07, 2021

BUY
$96.93 - $111.81 $144,328 - $166,485
1,489 Added 4.48%
34,739 $3.73 Million
Q3 2017

Sep 07, 2021

BUY
$97.06 - $110.61 $65,612 - $74,772
676 Added 2.08%
33,250 $3.28 Million
Q2 2017

Sep 07, 2021

BUY
N/A
3,149 Added 10.7%
32,574 $3.46 Million
Q1 2017

Sep 07, 2021

BUY
N/A
1,308 Added 4.65%
29,425 $3.35 Million
Q4 2016

Sep 07, 2021

BUY
N/A
954 Added 3.51%
28,117 $2.93 Million
Q3 2016

Sep 07, 2021

SELL
N/A
-94 Reduced 0.34%
27,163 $2.52 Million
Q2 2016

Sep 07, 2021

BUY
N/A
527 Added 1.97%
27,257 $2.67 Million
Q1 2016

Sep 07, 2021

BUY
N/A
26,730
26,730 $2.65 Million

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $198B
  • Description
  • The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...
More about DIS
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