Cyndeo Wealth Partners’s H2O America HTO Stock Holding History

Cyndeo Wealth Partners’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	$321K	Buy	+5,206	New	+$328K	0.01%	433

Other funds holding HTO

AIM

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

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Cyndeo Wealth Partners's HTO Position: Q3 2026 in Review

Cyndeo Wealth Partners opened a new position in H2O America (HTO) in Q3 2026: 5,206 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings.

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

Cyndeo Wealth Partners held 5,206 shares of H2O America worth $321K as of Q3 2026.
H2O America was a new Cyndeo Wealth Partners position in Q3 2026.
H2O America made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #433 holding.
35 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.