Genesee Capital Advisors
WMB icon

Genesee Capital Advisors’s Williams Companies WMB Stock Holding History

Genesee Capital Advisors’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 		$2.04M Sell
30,063
-232
-0.8% -$16.9K 0.64% 33
2026
Q2 		$2.25M Sell
30,295
-2,640
-8% -$194K 0.71% 29
2026
Q1 		$2.4M Sell
32,935
-2,422
-7% -$168K 1% 21
2025
Q4 		$2.13M Buy
35,357
+474
+1% +$28.7K 0.86% 27
2025
Q3 		$2.21M Sell
34,883
-483
-1% -$28.3K 0.96% 23
2025
Q2 		$2.22M Sell
35,366
-316
-0.9% -$18.7K 1% 24
2025
Q1 		$2.13M Buy
35,682
+785
+2% +$44.9K 1.07% 20
2024
Q4 		$1.89M Sell
34,897
-464
-1% -$25K 0.88% 28
2024
Q3 		$1.61M Sell
35,361
-2,795
-7% -$123K 0.78% 29
2024
Q2 		$1.62M Sell
38,156
-446
-1% -$17.9K 0.8% 31
2024
Q1 		$1.5M Buy
38,602
+118
+0.3% +$4.19K 0.82% 31
2023
Q4 		$1.34M Buy
38,484
+3,205
+9% +$112K 0.83% 32
2023
Q3 		$1.19M Sell
35,279
-875
-2% -$29.9K 0.85% 34
2023
Q2 		$1.18M Sell
36,154
-507
-1% -$15.2K 0.8% 36
2023
Q1 		$1.09M Buy
36,661
+387
+1% +$12K 0.78% 37
2022
Q4 		$1.19M Buy
36,274
+1,847
+5% +$60.1K 0.89% 36
2022
Q3 		$986K Buy
34,427
+571
+2% +$18.6K 0.75% 45
2022
Q2 		$1.06M Buy
+33,856
New +$1.17M 0.74% 46

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Genesee Capital Advisors's WMB Position: Q3 2026 in Review

Genesee Capital Advisors reduced its Williams Companies (WMB) stake by 0.77% in Q3 2026, selling an estimated $16.9K and leaving 30,063 shares worth $2.04M. The position accounts for 0.64% of the portfolio, ranked #33.

Genesee Capital Advisors first reported a position in WMB in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.4M in Q1 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Genesee Capital Advisors held 30,063 shares of Williams Companies worth $2.04M as of Q3 2026.
  • Genesee Capital Advisors sold 232 Williams Companies shares in Q3 2026, an estimated $16.9K.
  • Williams Companies made up 0.64% of Genesee Capital Advisors's portfolio in Q3 2026, its #33 holding.
  • Genesee Capital Advisors first reported a position in Williams Companies in Q2 2022 and has held it in 18 quarters since.
  • Genesee Capital Advisors's Williams Companies position peaked at $2.4M in Q1 2026.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.