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GeoWealth Management’s California Water Service CWT Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-2,733
Closed -$124K – 1233
2024
Q4 		$124K Buy
+2,733
New +$138K ﹤0.01% 906

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's CWT Position: Q1 2025 in Review

GeoWealth Management sold out of California Water Service (CWT) in Q1 2025, closing a stake of 2,733 shares — an estimated $124K sold.

GeoWealth Management first reported a position in CWT in Q4 2024 and held it in 1 quarter. The position peaked at $124K in Q4 2024. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • GeoWealth Management reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,733 California Water Service shares in Q1 2025, an estimated $124K.
  • GeoWealth Management first reported a position in California Water Service in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's California Water Service position peaked at $124K in Q4 2024.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.