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Grey Fox Wealth Advisors’s California Water Service CWT Stock Holding History

Grey Fox Wealth Advisors’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 		– Sell
-504
Closed -$23.1K – 237
2025
Q3 		$23.1K Buy
+504
New +$23.2K ﹤0.01% 332
2023
Q2 		– Sell
-504
Closed -$29.3K – 194
2023
Q1 		$29.3K Hold
504
– – 0.02% 234
2022
Q4 		$30.6K Buy
+504
New +$30.3K 0.02% 201

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

Grey Fox Wealth Advisors's CWT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of California Water Service (CWT) in Q4 2025, closing a stake of 504 shares — an estimated $23.1K sold.

Grey Fox Wealth Advisors first reported a position in CWT in Q4 2022 and held it in 3 quarters. The position peaked at $30.6K in Q4 2022. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 504 California Water Service shares in Q4 2025, an estimated $23.1K.
  • Grey Fox Wealth Advisors first reported a position in California Water Service in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's California Water Service position peaked at $30.6K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.