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Disclosery

Geneos Wealth Management Inc.: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on DIS, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 79,205 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,205 shares
    Change vs previous 13F -6,180 shares

    0.16% of the 13F portfolio, value $7,623,436.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,385 shares
    Change vs previous 13F -5,332 shares

    0.19% of the 13F portfolio, value $8,229,445.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,717 shares
    Change vs previous 13F +159 shares

    0.25% of the 13F portfolio, value $10,320,830.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,558 shares
    Change vs previous 13F -1,727 shares

    0.26% of the 13F portfolio, value $10,368,864.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 92,285 shares
    Change vs previous 13F -78,160 shares

    0.28% of the 13F portfolio, value $11,444,233.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 170,445 shares
    Change vs previous 13F +144,266 shares

    0.25% of the 13F portfolio, value $16,822,901.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,179 shares
    Change vs previous 13F -1,491 shares

    0.1% of the 13F portfolio, value $2,914,991.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,670 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,661,599.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).