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

Financial Gravity Companies’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's CWT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in California Water Service (CWT) in Q2 2025: 3 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CWT as recently as Q4 2024.

Financial Gravity Companies first reported a position in CWT in Q4 2018 and has held it in 4 quarters since. The position peaked at $1K in Q4 2018. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • Financial Gravity Companies held 3 shares of California Water Service worth $136 as of Q2 2025.
  • California Water Service was a new Financial Gravity Companies position in Q2 2025.
  • California Water Service made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #906 holding.
  • Financial Gravity Companies first reported a position in California Water Service in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's California Water Service position peaked at $1K in Q4 2018.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.