Position in WM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,595,214
-$208,913 QoQ
Shares Held
11,644
-4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#812
of 2,336 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026VestGen Advisors, LLC holds $3,564,964 across 4 Waste Management names. WM ranks #1 (72.8% of the industry book) .
All Filings in WM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,595,214 | 11,644 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,804,127 | 12,203 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,409,679 | 15,519 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,402,409 | 10,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,255,936 | 9,859 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,923,986 | 21,269 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||