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

GK 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	$4.54K	Buy	+98	New	+$4.85K	﹤0.01%	1095

Other funds holding CWT

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

GK Wealth Management opened a new position in California Water Service (CWT) in Q3 2026: 98 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

9 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

GK Wealth Management held 98 shares of California Water Service worth $4.54K as of Q3 2026.
California Water Service was a new GK Wealth Management position in Q3 2026.
California Water Service made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1095 holding.
9 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

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