Gen-Wealth Partners
WMB icon

Gen-Wealth Partners’s Williams Companies WMB Stock Holding History

Gen-Wealth Partners’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.5K Hold
272
– – 0.01% 552
2026
Q2 		$20.2K Hold
272
– – 0.01% 496
2026
Q1 		$19.8K Buy
272
+71
+35% +$4.92K 0.01% 481
2025
Q4 		$12.1K Hold
201
– – ﹤0.01% 512
2025
Q3 		$12.7K Hold
201
– – ﹤0.01% 500
2025
Q2 		$12.6K Hold
201
– – ﹤0.01% 445
2025
Q1 		$12K Hold
201
– – 0.01% 428
2024
Q4 		$10.9K Hold
201
– – ﹤0.01% 463
2024
Q3 		$10.6K Hold
201
– – ﹤0.01% 490
2024
Q2 		$8.54K Hold
201
– – ﹤0.01% 485
2024
Q1 		$7.83K Buy
+201
New +$7.14K ﹤0.01% 472

Other funds holding WMB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gen-Wealth Partners's WMB Position: Q3 2026 in Review

Gen-Wealth Partners held its Williams Companies (WMB) position steady in Q3 2026 at 272 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #552.

Gen-Wealth Partners first reported a position in WMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $20.2K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Gen-Wealth Partners held 272 shares of Williams Companies worth $18.5K as of Q3 2026.
  • Gen-Wealth Partners left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #552 holding.
  • Gen-Wealth Partners first reported a position in Williams Companies in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Williams Companies position peaked at $20.2K in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.