Private Wealth Management Group, LLC
Position in GWRS — Global Water Resources, Inc.
CIK 2011342
PRINCETON, NJ
Position in GWRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,496
New position
Shares Held
621
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 108 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Private Wealth Management Group, LLC holds $50,790 across 7 Utilities - Regulated Water names. GWRS ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
232 | $30,526 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
232 | $8,887 | |
| 3 | GWRS |
Global Water Resources, Inc.
This page
|
621 | $4,496 | |
| 4 | CWT |
California Water Service Group
|
65 | $3,162 | |
| 5 | ARTNA |
Artesian Resources Corp
|
49 | $1,665 | |
| 6 | AWR |
American States Water Co
|
14 | $1,156 | |
| 7 | MSEX |
Middlesex Water Co
|
16 | $898 |
All Filings in GWRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,496 | 621 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||