Genesis Private Wealth’s Williams Companies WMB Stock Holding History

Genesis Private Wealth’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	$235K	Buy	+3,158	New	+$232K	0.07%	170

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Genesis Private Wealth's WMB Position: Q2 2026 in Review

Genesis Private Wealth opened a new position in Williams Companies (WMB) in Q2 2026: 3,158 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings.

358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Genesis Private Wealth held 3,158 shares of Williams Companies worth $235K as of Q2 2026.
Williams Companies was a new Genesis Private Wealth position in Q2 2026.
Williams Companies made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #170 holding.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.