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Global Retirement Partners’s California Water Service CWT Stock Holding History

Global Retirement Partners’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
Q4 		$71.8K Hold
1,658
– – ﹤0.01% 2121
2025
Q3 		$76.1K Hold
1,658
– – ﹤0.01% 1665
2025
Q2 		$75.4K Buy
+1,658
New +$79.3K ﹤0.01% 1559
2024
Q4 		$118K Sell
2,593
-317
-11% -$16K ﹤0.01% 1194
2024
Q3 		$158K Hold
2,910
– – ﹤0.01% 1017
2024
Q2 		$141K Hold
2,910
– – ﹤0.01% 1029
2024
Q1 		$135K Buy
2,910
+935
+47% +$43.8K 0.01% 949
2023
Q4 		$94.6K Sell
1,975
-251
-11% -$12.6K ﹤0.01% 1077
2023
Q3 		$105K Buy
2,226
+62
+3% +$3.14K 0.01% 915
2023
Q2 		$112K Sell
2,164
-5
-0.2% -$281 0.01% 897
2023
Q1 		$121K Buy
2,169
+2,119
+4,238% +$126K 0.01% 843
2022
Q4 		$3.03K Hold
50
– – ﹤0.01% 2203
2022
Q3 		$3K Buy
50
+11
+28% +$645 ﹤0.01% 2082
2022
Q2 		$2K Buy
39
+22
+129% +$1.19K ﹤0.01% 2177
2022
Q1 		$1K Sell
17
-5
-23% -$301 ﹤0.01% 2355
2021
Q4 		$2K Buy
+22
New +$1.41K ﹤0.01% 216

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's CWT Position: Q4 2025 in Review

Global Retirement Partners held its California Water Service (CWT) position steady in Q4 2025 at 1,658 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Global Retirement Partners first reported a position in CWT in Q4 2021 and has held it in 16 quarters since. The position peaked at $158K in Q3 2024. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Global Retirement Partners held 1,658 shares of California Water Service worth $71.8K as of Q4 2025.
  • Global Retirement Partners left its California Water Service share count unchanged in Q4 2025.
  • California Water Service made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2121 holding.
  • Global Retirement Partners first reported a position in California Water Service in Q4 2021 and has held it in 16 quarters since.
  • Global Retirement Partners's California Water Service position peaked at $158K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.