GWM
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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
Q3 		$93 Hold
2
– – ﹤0.01% 1315
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

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's CWT Position: Q3 2026 in Review

Gilpin Wealth Management held its California Water Service (CWT) position steady in Q3 2026 at 2 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Gilpin Wealth Management first reported a position in CWT in Q1 2026 and has held it in 3 quarters since. The position peaked at $363 in Q1 2026. 9 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of California Water Service worth $93 as of Q3 2026.
  • Gilpin Wealth Management left its California Water Service share count unchanged in Q3 2026.
  • California Water Service made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1315 holding.
  • Gilpin Wealth Management first reported a position in California Water Service in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's California Water Service position peaked at $363 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.