GI
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GAMMA Investing’s California Water Service CWT Stock Holding History

GAMMA Investing’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
Q2 		$156K Sell
3,200
-859
-21% -$38.7K 0.01% 1466
2026
Q1 		$184K Buy
4,059
+236
+6% +$10.6K 0.01% 1181
2025
Q4 		$166K Buy
3,823
+1,797
+89% +$81.9K 0.01% 1175
2025
Q3 		$93K Buy
2,026
+512
+34% +$23.6K 0.01% 1553
2025
Q2 		$68.9K Buy
1,514
+658
+77% +$31.5K ﹤0.01% 1700
2025
Q1 		$41.5K Sell
856
-126
-13% -$5.72K ﹤0.01% 1929
2024
Q4 		$44.5K Sell
982
-254
-21% -$12.8K ﹤0.01% 1750
2024
Q3 		$67K Buy
1,236
+413
+50% +$21.9K 0.01% 1281
2024
Q2 		$39.9K Buy
823
+431
+110% +$20.9K 0.01% 1356
2024
Q1 		$18.2K Sell
392
-43
-10% -$2.02K ﹤0.01% 1714
2023
Q4 		$19.7K Buy
+435
New +$21.9K 0.01% 1520

Other funds holding CWT

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return