Global Retirement Partners’s Western Midstream Partners WES Stock Holding History

Global Retirement Partners’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$526K	Buy	+12,027	New	+$518K	0.01%	1005
2025 Q4	$207K	Buy	5,241 +3,391	+183%	+$131K	﹤0.01%	1460
2025 Q3	$72.7K	Buy	1,850 +519	+39%	+$20.3K	﹤0.01%	1689
2025 Q2	$51.5K	Buy	+1,331	New	+$50.6K	﹤0.01%	1752
2024 Q4	$51.1K	Buy	+1,331	New	+$51.4K	﹤0.01%	1608
2020 Q2	–	Sell	-145	Closed	–	–	1737
2020 Q1	$0	Buy	145 +6	+4%	+$83	﹤0.01%	1698
2019 Q4	$3K	Buy	139 +4	+3%	+$83	﹤0.01%	1442
2019 Q3	$3K	Buy	135 +3	+2%	+$80	﹤0.01%	1416
2019 Q2	$4K	Buy	132 +3	+2%	+$92	﹤0.01%	1351
2019 Q1	$4K	Buy	+129	New	+$4.1K	﹤0.01%	1315

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Global Retirement Partners's WES Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Western Midstream Partners (WES) in Q2 2026: 12,027 shares worth $526K. The stake represents 0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WES as recently as Q4 2025.

Global Retirement Partners first reported a position in WES in Q1 2019 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Global Retirement Partners held 12,027 shares of Western Midstream Partners worth $526K as of Q2 2026.
Western Midstream Partners was a new Global Retirement Partners position in Q2 2026.
Western Midstream Partners made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1005 holding.
Global Retirement Partners first reported a position in Western Midstream Partners in Q1 2019 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.