Private Wealth Management Group’s California Water Service CWT Stock Holding History

Private Wealth Management Group’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	$3.01K	Hold	65	–	–	﹤0.01%	1048
2026 Q2	$3.16K	Hold	65	–	–	﹤0.01%	1014
2026 Q1	$2.95K	Hold	65	–	–	﹤0.01%	954
2025 Q4	$2.82K	Hold	65	–	–	﹤0.01%	969
2025 Q3	$2.98K	Hold	65	–	–	﹤0.01%	983
2025 Q2	$2.96K	Hold	65	–	–	﹤0.01%	966
2025 Q1	$3.15K	Buy	65 +17	+35%	+$772	﹤0.01%	895
2024 Q4	$2.18K	Buy	+48	New	+$2.42K	﹤0.01%	1048

Other funds holding CWT

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Management Group's CWT Position: Q3 2026 in Review

Private Wealth Management Group held its California Water Service (CWT) position steady in Q3 2026 at 65 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Private Wealth Management Group first reported a position in CWT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.16K in Q2 2026. 205 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Private Wealth Management Group held 65 shares of California Water Service worth $3.01K as of Q3 2026.
Private Wealth Management Group left its California Water Service share count unchanged in Q3 2026.
California Water Service made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1048 holding.
Private Wealth Management Group first reported a position in California Water Service in Q4 2024 and has held it in 8 quarters since.
Private Wealth Management Group's California Water Service position peaked at $3.16K in Q2 2026.
205 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.