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
Q3 		$149K Buy
3,228
+28
+0.9% +$1.39K 0.01% 1558
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's CWT Position: Q3 2026 in Review

GAMMA Investing increased its California Water Service (CWT) stake by 0.88% in Q3 2026, buying an estimated $1.39K and bringing the position to 3,228 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1558.

GAMMA Investing first reported a position in CWT in Q4 2023 and has held it in 12 quarters since. The position peaked at $184K in Q1 2026. 9 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • GAMMA Investing held 3,228 shares of California Water Service worth $149K as of Q3 2026.
  • GAMMA Investing bought 28 California Water Service shares in Q3 2026, an estimated $1.39K.
  • California Water Service made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1558 holding.
  • GAMMA Investing first reported a position in California Water Service in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's California Water Service position peaked at $184K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.