AssetMark Inc’s H2O America HTO Stock Holding History

AssetMark Inc’s Portfolio HTO Stock Details HTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$185	Buy	+3	New	+$189	﹤0.01%	3628

Other funds holding HTO

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

AssetMark Inc's HTO Position: Q3 2026 in Review

AssetMark Inc opened a new position in H2O America (HTO) in Q3 2026: 3 shares worth $185. The stake represents ﹤0.01% of the portfolio and ranks #3628 among its holdings.

124 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

AssetMark Inc held 3 shares of H2O America worth $185 as of Q3 2026.
H2O America was a new AssetMark Inc position in Q3 2026.
H2O America made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3628 holding.
124 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.