Back to CWT
Asset Planning,Inc CWT Position History
California Water Service Group
Quarters held
4
Latest value
$208K
Q3 2026
Peak value
$219K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $195K |
| Q1 2026 | $204K |
| Q2 2026 | $219K |
| Q3 2026 | $208K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $208K | 4.5K | — | — |
| Q2 2026 | $219K | 4.5K | — | — |
| Q1 2026 | $204K | 4.5K | — | — |
| Q4 2025 | $195K | 4.5K | — | — |
Other funds holding CWT
$336.4M
$158.9M
$158.9M
$140.7M
$123.8M
$117.4M
$89.1M
$84.4M