Perigon Wealth Management
CWT icon

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

Perigon 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 		$589K Buy
12,739
+2,221
+21% +$110K 0.01% 819
2026
Q2 		$512K Sell
10,518
-174
-2% -$7.85K 0.01% 889
2026
Q1 		$485K Buy
10,692
+486
+5% +$21.8K 0.01% 815
2025
Q4 		$442K Buy
+10,206
New +$465K 0.01% 853

Other funds holding CWT

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Perigon Wealth Management increased its California Water Service (CWT) stake by 21% in Q3 2026, buying an estimated $110K and bringing the position to 12,739 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #819.

Perigon Wealth Management first reported a position in CWT in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Perigon Wealth Management held 12,739 shares of California Water Service worth $589K as of Q3 2026.
  • Perigon Wealth Management bought 2,221 California Water Service shares in Q3 2026, an estimated $110K.
  • California Water Service made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #819 holding.
  • Perigon Wealth Management first reported a position in California Water Service in Q4 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.