GK Wealth Management
WMB icon

GK Wealth Management’s Williams Companies WMB Stock Holding History

GK 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
Q3 		$148K Sell
2,182
-712
-25% -$51.8K 0.08% 216
2026
Q2 		$215K Buy
+2,894
New +$213K 0.11% 208
2026
Q1 		– Sell
-3,679
Closed -$221K – 219
2025
Q4 		$221K Buy
3,679
+459
+14% +$27.8K 0.15% 162
2025
Q3 		$204K Buy
+3,220
New +$189K 0.15% 166

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GK Wealth Management's WMB Position: Q3 2026 in Review

GK Wealth Management reduced its Williams Companies (WMB) stake by 25% in Q3 2026, selling an estimated $51.8K and leaving 2,182 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #216.

GK Wealth Management first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 469 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • GK Wealth Management held 2,182 shares of Williams Companies worth $148K as of Q3 2026.
  • GK Wealth Management sold 712 Williams Companies shares in Q3 2026, an estimated $51.8K.
  • Williams Companies made up 0.08% of GK Wealth Management's portfolio in Q3 2026, its #216 holding.
  • GK Wealth Management first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • GK Wealth Management's Williams Companies position peaked at $221K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.