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Gen-Wealth Partners’s Western Midstream Partners WES Stock Holding History

Gen-Wealth Partners’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-110
Closed -$4.32K – 729
2025
Q3 		$4.32K Hold
110
– – ﹤0.01% 578
2025
Q2 		$4.26K Buy
+110
New +$4.19K ﹤0.01% 531

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Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Gen-Wealth Partners's WES Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Western Midstream Partners (WES) in Q4 2025, closing a stake of 110 shares — an estimated $4.32K sold.

Gen-Wealth Partners first reported a position in WES in Q2 2025 and held it in 2 quarters. The position peaked at $4.32K in Q3 2025. 329 funds tracked by Wall St. Rank hold WES as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Western Midstream Partners position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 110 Western Midstream Partners shares in Q4 2025, an estimated $4.32K.
  • Gen-Wealth Partners first reported a position in Western Midstream Partners in Q2 2025 and held it in 2 quarters.
  • Gen-Wealth Partners's Western Midstream Partners position peaked at $4.32K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.