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Geneos Wealth Management’s Williams Companies WMB Stock Holding History

Geneos Wealth Management’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 		$728K Sell
9,996
-155
-2% -$10.7K 0.02% 586
2025
Q4 		$610K Sell
10,151
-3,674
-27% -$222K 0.01% 611
2025
Q3 		$876K Sell
13,825
-8,648
-38% -$508K 0.02% 518
2025
Q2 		$1.41M Sell
22,473
-25,960
-54% -$1.53M 0.03% 447
2025
Q1 		$2.89M Buy
48,433
+23,822
+97% +$1.36M 0.04% 403
2024
Q4 		$1.33M Sell
24,611
-1,593
-6% -$85.8K 0.05% 354
2024
Q3 		$1.2M Buy
26,204
+4,727
+22% +$208K 0.05% 367
2024
Q2 		$913K Buy
21,477
+261
+1% +$10.5K 0.04% 377
2024
Q1 		$827K Sell
21,216
-145
-0.7% -$5.15K 0.04% 385
2023
Q4 		$744K Sell
21,361
-4,646
-18% -$163K 0.04% 385
2023
Q3 		$876K Buy
26,007
+2,118
+9% +$72.3K 0.05% 338
2023
Q2 		$780K Buy
23,889
+222
+0.9% +$6.66K 0.04% 363
2023
Q1 		$707K Sell
23,667
-372
-2% -$11.5K 0.04% 371
2022
Q4 		$791K Sell
24,039
-1,083
-4% -$35.3K 0.05% 318
2022
Q3 		$719K Sell
25,122
-5,863
-19% -$191K 0.05% 315
2022
Q2 		$969K Buy
30,985
+775
+3% +$26.8K 0.05% 330
2022
Q1 		$1.01M Buy
30,210
+1,612
+6% +$49.3K 0.04% 353
2021
Q4 		$744K Buy
28,598
+4,004
+16% +$111K 0.03% 476
2021
Q3 		$649K Buy
24,594
+1,419
+6% +$35.7K 0.02% 504
2021
Q2 		$624K Buy
23,175
+2,036
+10% +$52.1K 0.02% 503
2021
Q1 		$514K Buy
21,139
+2,684
+15% +$61K 0.01% 631
2020
Q4 		$435K Buy
18,455
+7,994
+76% +$162K 0.02% 577
2020
Q3 		$209K Buy
10,461
+183
+2% +$3.73K 0.01% 676
2020
Q2 		$190K Buy
10,278
+971
+10% +$18.1K 0.01% 690
2020
Q1 		$129K Sell
9,307
-628
-6% -$12.2K 0.01% 754
2019
Q4 		$234K Buy
9,935
+82
+0.8% +$1.88K 0.01% 647
2019
Q3 		$238K Sell
9,853
-191
-2% -$4.82K 0.01% 596
2019
Q2 		$281K Buy
10,044
+149
+2% +$4.14K 0.02% 564
2019
Q1 		$284K Buy
9,895
+1,047
+12% +$28.1K 0.02% 548
2018
Q4 		$190K Sell
8,848
-2,826
-24% -$70.7K 0.01% 622
2018
Q3 		$317K Buy
11,674
+1,619
+16% +$47K 0.02% 494
2018
Q2 		$272K Buy
10,055
+12
+0.1% +$316 0.02% 475
2018
Q1 		$249K Sell
10,043
-425
-4% -$12.5K 0.02% 474
2017
Q4 		$319K Sell
10,468
-1,159
-10% -$33.7K 0.03% 410
2017
Q3 		$348K Sell
11,627
-1,746
-13% -$53.1K 0.03% 374
2017
Q2 		$404K Sell
13,373
-179
-1% -$5.33K 0.04% 333
2017
Q1 		$401K Sell
13,552
-692
-5% -$20K 0.04% 324
2016
Q4 		$443K Sell
14,244
-503
-3% -$15.2K 0.06% 273
2016
Q3 		$453K Sell
14,747
-4,293
-23% -$114K 0.06% 263
2016
Q2 		$391K Buy
19,040
+4,174
+28% +$83.8K 0.06% 293
2016
Q1 		$230K Buy
+14,866
New +$256K 0.04% 404

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

Geneos Wealth Management's WMB Position: Q1 2026 in Review

Geneos Wealth Management reduced its Williams Companies (WMB) stake by 1.5% in Q1 2026, selling an estimated $10.7K and leaving 9,996 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #586.

Geneos Wealth Management first reported a position in WMB in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.89M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Geneos Wealth Management held 9,996 shares of Williams Companies worth $728K as of Q1 2026.
  • Geneos Wealth Management sold 155 Williams Companies shares in Q1 2026, an estimated $10.7K.
  • Williams Companies made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #586 holding.
  • Geneos Wealth Management first reported a position in Williams Companies in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Williams Companies position peaked at $2.89M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.