Back to CWT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CWT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CWT Position History
California Water Service Group
Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $576K |
| Q4 2025 | $431K |
| Q1 2026 | $483K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 27.5K | — | — |
| Q2 2026 | $1.3M | 26.1K | — | — |
| Q1 2026 | $483K | 10.4K | — | — |
| Q4 2025 | $431K | 9.9K | — | — |
| Q3 2025 | $576K | 12.4K | — | — |
Other funds holding CWT
$336.4M
$158.9M
$158.9M
$140.7M
$123.8M
$117.4M
$89.1M
$84.4M