Financial Gravity Asset Management, Inc.
Position in CWT — California Water Service Group
CIK 1741736
Lakeway, TX
Position in CWT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$136
-$106 QoQ
Shares Held
3
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,214 across 5 Utilities - Regulated Water names. CWT ranks #4 (11.2% of the industry book) .
All Filings in CWT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136 | 3 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $242 | 5 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $8 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $8 | 0 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $8 | 0 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,684 | 52 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21 | 58 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $36 | 61 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $3,497 | 59 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,173 | 72 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $59,000 | 0 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $56,000 | 0 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $56 | 1 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||