Financial Gravity Companies’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$146 Buy
+3
New +$135 ﹤0.01% 915
2025
Q2
$136 Buy
+3
New +$144 ﹤0.01% 906
2024
Q4
$680 Buy
15
+2
+15% +$101 ﹤0.01% 842
2024
Q3
$705 Buy
+13
New +$689 ﹤0.01% 564
2018
Q4
$1K Buy
+28
New +$1.24K ﹤0.01% 1057

Other funds holding CWT

Financial Gravity Companies's CWT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in California Water Service (CWT) in Q2 2026: 3 shares worth $146. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CWT as recently as Q2 2025.

Financial Gravity Companies first reported a position in CWT in Q4 2018 and has held it in 5 quarters since. The position peaked at $1K in Q4 2018. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Financial Gravity Companies held 3 shares of California Water Service worth $146 as of Q2 2026.
  • California Water Service was a new Financial Gravity Companies position in Q2 2026.
  • California Water Service made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #915 holding.
  • Financial Gravity Companies first reported a position in California Water Service in Q4 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's California Water Service position peaked at $1K in Q4 2018.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.