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TriaGen Wealth Management LLC → DIS
TriaGen Wealth Management LLC DIS Position History
The Walt Disney Company • Communication Services
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $3.7M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 35.8K | — | — |
| Q2 2026 | $3.4M | 34.9K | — | — |
| Q1 2026 | $3.2M | 33.5K | — | — |
| Q4 2025 | $3.7M | 32.6K | — | — |
| Q3 2025 | $3.8M | 33.4K | — | — |
Other funds holding DIS
$8.1B
$8.1B
$8.1B
$5.8B
$5.1B
$4.8B
$4.6B