Back to CWT
Pinnacle Wealth Planning Services, Inc. → CWT
Pinnacle Wealth Planning Services, Inc. CWT Position History
California Water Service Group
Quarters held
4
Latest value
$40K
Q3 2026
Peak value
$94K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $94K |
| Q1 2026 | $42K |
| Q2 2026 | $41K |
| Q3 2026 | $40K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40K | 865 | — | — |
| Q2 2026 | $41K | 833 | — | — |
| Q1 2026 | $42K | 919 | — | — |
| Q4 2025 | $94K | 2.2K | — | — |
Other funds holding CWT
$336.4M
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$123.8M
$117.4M
$89.1M
$84.4M