Back to CWT

HB Wealth Management, LLC → CWT

HB Wealth Management, LLC CWT Position History

California Water Service Group

Quarters held
1
Latest value
$202K
Q3 2026
Peak value
$202K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$202K4.4K——

Other funds holding CWT

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
HB Wealth Management, LLC CWT Holdings: 13F Position History | Track13F