Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$711,954
-$15,554 QoQ
Shares Held
9,577
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#982
of 1,827 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $22,633,899 across 23 Oil & Gas Midstream names. WMB ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
331,434 | $10,595,944 | |
| 2 | OKE |
Oneok Inc /New/
|
50,232 | $4,367,170 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
59,120 | $2,173,251 | |
| 4 | ENB |
Enbridge Inc
|
37,580 | $2,037,211 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
19,842 | $959,162 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
9,577 | $711,954 | |
| 7 | ET |
Energy Transfer LP
|
22,321 | $426,777 | |
| 8 | GLP |
Global Partners LP
|
4,245 | $197,774 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,954 | 9,577 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $727,508 | 9,996 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $610,176 | 10,151 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $875,813 | 13,825 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,411,529 | 22,473 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,767,820 | 29,582 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,331,947 | 24,611 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,196,212 | 26,204 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $912,772 | 21,477 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $826,787 | 21,216 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $744,003 | 21,361 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $876,175 | 26,007 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $779,498 | 23,889 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $706,696 | 23,667 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $790,883 | 24,039 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $719,242 | 25,122 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $967,041 | 30,985 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,009,316 | 30,210 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $744,691 | 28,598 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $637,968 | 24,594 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $615,296 | 23,175 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $500,782 | 21,139 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $370,022 | 18,455 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $205,558 | 10,461 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $195,487 | 10,278 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $131,694 | 9,307 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||