Financial Gravity Asset Management’s California Water Service CWT Stock Holding History

Financial Gravity Asset Management’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 Q1	$136	Buy	+3	New	+$135	﹤0.01%	859
2025 Q1	$242	Buy	+5	New	+$227	﹤0.01%	967
2024 Q1	–	Hold	0	–	–	–	1142
2023 Q4	–	Hold	0	–	–	–	1294
2021 Q3	–	Hold	0	–	–	–	498
2021 Q2	–	Hold	0	–	–	–	528
2019 Q4	$8K	Hold	150	–	–	0.01%	1222
2019 Q3	$8K	Sell	150 -196	-57%	-$10.5K	0.01%	630
2019 Q2	$18K	Buy	346 +193	+126%	+$9.7K	0.01%	493
2019 Q1	$8K	Buy	+153	New	+$7.7K	0.01%	592

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Gravity Asset Management's CWT Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in California Water Service (CWT) in Q1 2026: 3 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CWT as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in CWT in Q1 2019 and has held it in 6 quarters since. The position peaked at $18K in Q2 2019. 339 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

Financial Gravity Asset Management held 3 shares of California Water Service worth $136 as of Q1 2026.
California Water Service was a new Financial Gravity Asset Management position in Q1 2026.
California Water Service made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #859 holding.
Financial Gravity Asset Management first reported a position in California Water Service in Q1 2019 and has held it in 6 quarters since.
Financial Gravity Asset Management's California Water Service position peaked at $18K in Q2 2019.
339 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.