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TRUE Private Wealth Advisors → CWT
TRUE Private Wealth Advisors CWT Position History
California Water Service Group
Quarters held
5
Latest value
$288K
Q3 2026
Peak value
$330K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $330K |
| Q4 2025 | $269K |
| Q1 2026 | $281K |
| Q2 2026 | $302K |
| Q3 2026 | $288K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 6.2K | — | — |
| Q2 2026 | $302K | 6.2K | — | — |
| Q1 2026 | $281K | 6.2K | — | — |
| Q4 2025 | $269K | 6.2K | — | — |
| Q3 2025 | $330K | 7.2K | — | — |
Other funds holding CWT
$336.4M
$158.9M
$158.9M
$140.7M
$123.8M
$117.4M
$89.1M
$84.4M