GFPC
HTO

Global Financial Private Client’s H2O America HTO Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$328 – 1356
2025
Q1 		$328 Buy
6
+5
+500% +$256 ﹤0.01% 1419
2024
Q4 		$49 Buy
+1
New +$55 ﹤0.01% 1590

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Global Financial Private Client's HTO Position: Q2 2025 in Review

Global Financial Private Client sold out of H2O America (HTO) in Q2 2025, closing a stake of 6 shares — an estimated $328 sold.

Global Financial Private Client first reported a position in HTO in Q4 2024 and held it in 2 quarters. The position peaked at $328 in Q1 2025. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

  • Global Financial Private Client reported no remaining H2O America position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 H2O America shares in Q2 2025, an estimated $328.
  • Global Financial Private Client first reported a position in H2O America in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's H2O America position peaked at $328 in Q1 2025.
  • 263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.