Gen-Wealth Partners’s Waste Management WM Stock Holding History

Gen-Wealth Partners’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.3K	Sell	387 -248	-39%	-$55.2K	0.02%	350
2026 Q1	$146K	Sell	635 -332	-34%	-$76.3K	0.05%	280
2025 Q4	$212K	Sell	967 -53	-5%	-$11.3K	0.07%	252
2025 Q3	$225K	Sell	1,020 -149	-13%	-$33.6K	0.08%	230
2025 Q2	$267K	Sell	1,169 -56	-5%	-$13K	0.1%	185
2025 Q1	$284K	Sell	1,225 -13	-1%	-$2.88K	0.12%	170
2024 Q4	$250K	Buy	1,238 +29	+2%	+$6.23K	0.11%	186
2024 Q3	$260K	Buy	1,209 +31	+3%	+$6.47K	0.11%	188
2024 Q2	$251K	Buy	1,178 +104	+10%	+$21.6K	0.12%	174
2024 Q1	$229K	Buy	+1,074	New	+$211K	0.11%	190

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Gen-Wealth Partners's WM Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Waste Management (WM) stake by 39% in Q2 2026, selling an estimated $55.2K and leaving 387 shares worth $86.3K. The position accounts for 0.02% of the portfolio, ranked #350.

Gen-Wealth Partners first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $284K in Q1 2025. 1,590 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Gen-Wealth Partners held 387 shares of Waste Management worth $86.3K as of Q2 2026.
Gen-Wealth Partners sold 248 Waste Management shares in Q2 2026, an estimated $55.2K.
Waste Management made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #350 holding.
Gen-Wealth Partners first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Waste Management position peaked at $284K in Q1 2025.
1,590 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.