VestGen Advisors
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VestGen Advisors’s Williams Companies WMB Stock Holding History

VestGen Advisors’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 		$615K Sell
9,052
-5,221
-37% -$380K 0.02% 541
2026
Q2 		$1.06M Buy
14,273
+1,802
+14% +$133K 0.03% 446
2026
Q1 		$932K Buy
12,471
+4,198
+51% +$291K 0.02% 478
2025
Q4 		$497K Buy
8,273
+1,561
+23% +$94.4K 0.02% 487
2025
Q3 		$425K Buy
6,712
+3,256
+94% +$191K 0.01% 511
2025
Q2 		$217K Buy
+3,456
New +$204K 0.01% 556

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

VestGen Advisors's WMB Position: Q3 2026 in Review

VestGen Advisors reduced its Williams Companies (WMB) stake by 37% in Q3 2026, selling an estimated $380K and leaving 9,052 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #541.

VestGen Advisors first reported a position in WMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2026. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • VestGen Advisors held 9,052 shares of Williams Companies worth $615K as of Q3 2026.
  • VestGen Advisors sold 5,221 Williams Companies shares in Q3 2026, an estimated $380K.
  • Williams Companies made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #541 holding.
  • VestGen Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Williams Companies position peaked at $1.06M in Q2 2026.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.