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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
2026
Q2 		$80.7K Buy
+1,658
New +$74.8K ﹤0.01% 2213
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 $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Global Retirement Partners's CWT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in California Water Service (CWT) in Q2 2026: 1,658 shares worth $80.7K. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CWT as recently as Q4 2025.

Global Retirement Partners first reported a position in CWT in Q4 2021 and has held it in 17 quarters since. The position peaked at $158K in Q3 2024. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Global Retirement Partners held 1,658 shares of California Water Service worth $80.7K as of Q2 2026.
  • California Water Service was a new Global Retirement Partners position in Q2 2026.
  • California Water Service made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2213 holding.
  • Global Retirement Partners first reported a position in California Water Service in Q4 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's California Water Service position peaked at $158K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.