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Twin Peaks Wealth Advisors’s California Water Service CWT Stock Holding History

Twin Peaks 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
2026
Q1 		$4.08K Buy
+90
New +$4.04K ﹤0.01% 1464
2025
Q3 		– Sell
-160
Closed -$7.48K – 624
2025
Q2 		$7.48K Buy
+160
New +$7.66K ﹤0.01% 1084

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's CWT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in California Water Service (CWT) in Q1 2026: 90 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CWT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CWT in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.48K in Q2 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 90 shares of California Water Service worth $4.08K as of Q1 2026.
  • California Water Service was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • California Water Service made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1464 holding.
  • Twin Peaks Wealth Advisors first reported a position in California Water Service in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's California Water Service position peaked at $7.48K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.