GWM
HTO

Gilpin Wealth Management’s H2O America HTO Stock Holding History

Gilpin 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
2026
Q3 		$309 Hold
5
– – ﹤0.01% 998
2026
Q2 		$304 Hold
5
– – ﹤0.01% 826
2026
Q1 		$294 Buy
5
+2
+67% +$109 ﹤0.01% 770
2025
Q4 		$147 Buy
+3
New +$144 ﹤0.01% 738

Other funds holding HTO

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's HTO Position: Q3 2026 in Review

Gilpin Wealth Management held its H2O America (HTO) position steady in Q3 2026 at 5 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Gilpin Wealth Management first reported a position in HTO in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of H2O America worth $309 as of Q3 2026.
  • Gilpin Wealth Management left its H2O America share count unchanged in Q3 2026.
  • H2O America made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #998 holding.
  • Gilpin Wealth Management first reported a position in H2O America in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.