Holos Integrated Wealth’s ONE Gas OGS Stock Holding History

Holos Integrated Wealth’s Portfolio OGS Stock Details OGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623	Hold	8	–	–	﹤0.01%	358
2026 Q1	$716	Hold	8	–	–	﹤0.01%	374
2025 Q4	$619	Hold	8	–	–	﹤0.01%	291
2025 Q3	$644	Hold	8	–	–	﹤0.01%	286
2025 Q2	$602	Hold	8	–	–	﹤0.01%	290
2025 Q1	$605	Hold	8	–	–	﹤0.01%	296
2024 Q4	$554	Buy	+8	New	+$584	﹤0.01%	298

Other funds holding OGS

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return