Meriwether Wealth & Planning’s California Water Service CWT Stock Holding History

Meriwether Wealth & Planning’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	$278	Buy	+6	New	+$297	﹤0.01%	823

Other funds holding CWT

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Meriwether Wealth & Planning's CWT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in California Water Service (CWT) in Q3 2026: 6 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings.

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

Meriwether Wealth & Planning held 6 shares of California Water Service worth $278 as of Q3 2026.
California Water Service was a new Meriwether Wealth & Planning position in Q3 2026.
California Water Service made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #823 holding.
62 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.