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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gen-Wealth Partners held its Williams Companies (WMB) position steady in Q2 2026 at 272 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #496.

Gen-Wealth Partners first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Gen-Wealth Partners held 272 shares of Williams Companies worth $20.2K as of Q2 2026.
  • Gen-Wealth Partners left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #496 holding.
  • Gen-Wealth Partners first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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