Asset Planning Inc’s California Water Service CWT Stock Holding History

Asset Planning Inc’s Portfolio CWT Stock Details CWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Hold	4,500	–	–	0.14%	89
2026 Q2	$219K	Hold	4,500	–	–	0.14%	88
2026 Q1	$204K	Hold	4,500	–	–	0.15%	83
2025 Q4	$195K	Hold	4,500	–	–	0.14%	83
2025 Q3	$207K	Hold	4,500	–	–	0.15%	82
2025 Q2	$205K	Hold	4,500	–	–	0.15%	84
2025 Q1	$218K	Hold	4,500	–	–	0.17%	77
2024 Q4	$204K	Buy	+4,500	New	+$227K	0.16%	78

Other funds holding CWT

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Asset Planning Inc's CWT Position: Q3 2026 in Review

Asset Planning Inc held its California Water Service (CWT) position steady in Q3 2026 at 4,500 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #89.

Asset Planning Inc first reported a position in CWT in Q4 2024 and has held it in 8 quarters since. The position peaked at $219K in Q2 2026. 81 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Asset Planning Inc held 4,500 shares of California Water Service worth $208K as of Q3 2026.
Asset Planning Inc left its California Water Service share count unchanged in Q3 2026.
California Water Service made up 0.14% of Asset Planning Inc's portfolio in Q3 2026, its #89 holding.
Asset Planning Inc first reported a position in California Water Service in Q4 2024 and has held it in 8 quarters since.
Asset Planning Inc's California Water Service position peaked at $219K in Q2 2026.
81 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.