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Garton & Associates Financial Advisors’s California Water Service CWT Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-73
Closed -$3.14K – 258
2025
Q4 		$3.14K Buy
+73
New +$3.33K ﹤0.01% 1059

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State Street
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NI
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Garton & Associates Financial Advisors's CWT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of California Water Service (CWT) in Q1 2026, closing a stake of 73 shares — an estimated $3.14K sold.

Garton & Associates Financial Advisors first reported a position in CWT in Q4 2025 and held it in 1 quarter. The position peaked at $3.14K in Q4 2025. 339 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining California Water Service position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 73 California Water Service shares in Q1 2026, an estimated $3.14K.
  • Garton & Associates Financial Advisors first reported a position in California Water Service in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's California Water Service position peaked at $3.14K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.