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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gen-Wealth Partners's WMB Position: Q1 2026 in Review

Gen-Wealth Partners increased its Williams Companies (WMB) stake by 35% in Q1 2026, buying an estimated $4.92K and bringing the position to 272 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #481.

Gen-Wealth Partners first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Gen-Wealth Partners held 272 shares of Williams Companies worth $19.8K as of Q1 2026.
  • Gen-Wealth Partners bought 71 Williams Companies shares in Q1 2026, an estimated $4.92K.
  • Williams Companies made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #481 holding.
  • Gen-Wealth Partners first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.