True Wealth Design
CWT icon

True Wealth Design’s California Water Service CWT Stock Holding History

True Wealth Design’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 		$13.2K Sell
285
-17
-6% -$841 ﹤0.01% 965
2026
Q2 		$14.7K Buy
302
+162
+116% +$7.31K ﹤0.01% 935
2026
Q1 		$6.35K Sell
140
-156
-53% -$7K ﹤0.01% 1121
2025
Q4 		$12.8K Sell
296
-277
-48% -$12.6K ﹤0.01% 767
2025
Q3 		$26.3K Buy
573
+192
+50% +$8.84K 0.01% 512
2025
Q2 		$17.3K Buy
381
+197
+107% +$9.43K 0.01% 416
2025
Q1 		$8.92K Sell
184
-196
-52% -$8.9K ﹤0.01% 508
2024
Q4 		$17.2K Buy
380
+325
+591% +$16.4K 0.01% 340
2024
Q3 		$2.98K Buy
+55
New +$2.92K ﹤0.01% 688

Other funds holding CWT

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

True Wealth Design's CWT Position: Q3 2026 in Review

True Wealth Design reduced its California Water Service (CWT) stake by 5.6% in Q3 2026, selling an estimated $841 and leaving 285 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

True Wealth Design first reported a position in CWT in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.3K in Q3 2025. 41 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • True Wealth Design held 285 shares of California Water Service worth $13.2K as of Q3 2026.
  • True Wealth Design sold 17 California Water Service shares in Q3 2026, an estimated $841.
  • California Water Service made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #965 holding.
  • True Wealth Design first reported a position in California Water Service in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's California Water Service position peaked at $26.3K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.