GRP
HTO

Global Retirement Partners’s H2O America HTO Stock Holding History

Global Retirement 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
2025
Q4 		$82.6K Hold
1,687
– – ﹤0.01% 2032
2025
Q3 		$82.2K Hold
1,687
– – ﹤0.01% 1608
2025
Q2 		$87.7K Buy
+1,687
New +$89.7K ﹤0.01% 1496
2024
Q4 		$83K Sell
1,687
-259
-13% -$14.3K ﹤0.01% 1368
2024
Q3 		$113K Sell
1,946
-3
-0.2% -$176 ﹤0.01% 1184
2024
Q2 		$106K Buy
1,949
+355
+22% +$19.4K ﹤0.01% 1164
2024
Q1 		$90.2K Hold
1,594
– – ﹤0.01% 1131
2023
Q4 		$101K Sell
1,594
-218
-12% -$13.8K ﹤0.01% 1038
2023
Q3 		$107K Buy
1,812
+83
+5% +$5.57K 0.01% 908
2023
Q2 		$121K Hold
1,729
– – 0.01% 862
2023
Q1 		$131K Buy
+1,729
New +$134K 0.01% 825

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State Street
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NI
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return