GWM
HTO

Geneos Wealth Management’s H2O America HTO Stock Holding History

Geneos Wealth Management’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
2025
Q3 		– Sell
-24
Closed -$1.25K – 3071
2025
Q2 		$1.25K Buy
+24
New +$1.28K ﹤0.01% 2920
2017
Q1 		– Sell
-20
Closed -$1K – 2129
2016
Q4 		$1K Buy
+20
New +$1.01K ﹤0.01% 1992

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's HTO Position: Q3 2025 in Review

Geneos Wealth Management sold out of H2O America (HTO) in Q3 2025, closing a stake of 24 shares — an estimated $1.25K sold.

Geneos Wealth Management first reported a position in HTO in Q4 2016 and held it in 2 quarters. The position peaked at $1.25K in Q2 2025. 281 funds tracked by Wall St. Rank hold HTO as of Q3 2025.

  • Geneos Wealth Management reported no remaining H2O America position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 24 H2O America shares in Q3 2025, an estimated $1.25K.
  • Geneos Wealth Management first reported a position in H2O America in Q4 2016 and held it in 2 quarters.
  • Geneos Wealth Management's H2O America position peaked at $1.25K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held H2O America as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.