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Global Wealth Strategies & Associates’s Western Midstream Partners WES Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-906
Closed -$37.3K – 476
2026
Q1 		$37.3K Buy
906
+19
+2% +$786 0.01% 199
2025
Q4 		$35K Buy
+887
New +$34.4K 0.01% 189

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Global Wealth Strategies & Associates's WES Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 906 shares — an estimated $37.3K sold.

Global Wealth Strategies & Associates first reported a position in WES in Q4 2025 and held it in 2 quarters. The position peaked at $37.3K in Q1 2026. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 906 Western Midstream Partners shares in Q2 2026, an estimated $37.3K.
  • Global Wealth Strategies & Associates first reported a position in Western Midstream Partners in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Western Midstream Partners position peaked at $37.3K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.