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Gilpin Wealth Management’s California Water Service CWT Stock Holding History

Gilpin Wealth 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
2026
Q2 		$98 Sell
2
-6
-75% -$271 ﹤0.01% 1020
2026
Q1 		$363 Buy
+8
New +$359 ﹤0.01% 714

Other funds holding CWT

BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gilpin Wealth Management's CWT Position: Q2 2026 in Review

Gilpin Wealth Management reduced its California Water Service (CWT) stake by 75% in Q2 2026, selling an estimated $271 and leaving 2 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Gilpin Wealth Management first reported a position in CWT in Q1 2026 and has held it in 2 quarters since. The position peaked at $363 in Q1 2026. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Gilpin Wealth Management held 2 shares of California Water Service worth $98 as of Q2 2026.
  • Gilpin Wealth Management sold 6 California Water Service shares in Q2 2026, an estimated $271.
  • California Water Service made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Gilpin Wealth Management first reported a position in California Water Service in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's California Water Service position peaked at $363 in Q1 2026.
  • 344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.