Position in WMB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$215,139
-$6,005 QoQ
Shares Held
2,894
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,481
of 1,824 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GK Wealth Management LLC holds $215,139 across 1 Oil & Gas Midstream name. WMB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
2,894 | $215,139 |
All Filings in WMB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,139 | 2,894 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $221,144 | 3,679 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $203,987 | 3,220 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||