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Genesis Financial Group’s Williams Companies WMB Stock Holding History

Genesis Financial Group’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 		$303K Buy
+4,170
New +$289K 0.19% 83

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

Genesis Financial Group's WMB Position: Q1 2026 in Review

Genesis Financial Group opened a new position in Williams Companies (WMB) in Q1 2026: 4,170 shares worth $303K. The stake represents 0.19% of the portfolio and ranks #83 among its holdings.

1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Genesis Financial Group held 4,170 shares of Williams Companies worth $303K as of Q1 2026.
  • Williams Companies was a new Genesis Financial Group position in Q1 2026.
  • Williams Companies made up 0.19% of Genesis Financial Group's portfolio in Q1 2026, its #83 holding.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.